Founded in 2005, Shepherd Financial is a registered investment adviser that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm offers two primary services: consulting for corporate retirement plans (like 401(k)s and 403(b)s) to help employers manage their fiduciary responsibilities, and personalized wealth management for individuals and families, which includes financial planning, investment management, and retirement planning. Their mission is to provide objective, expert guidance to help clients navigate complex financial decisions and achieve their long-term goals.

Founded in

United States