The 2024 Annual RIA Intel Retirement Plan Advisor of the Year Award
RIA Intel
June 5, 2024
Retirement Plan Adviser of the Year Finalist:
Plan Sponsor Service
PLANADVISER
2023, 2024
Awards & Recognition
Helping People and Companies Thrive Through Empowered Financial Solutions
Through the years, Shepherd Financial team members have been identified by various organizations for their outstanding service and commitment to the industry. We believe our team’s depth of knowledge and experience are second to none.
Awards are not indicative of future performance, and working with an award winner is no guarantee of future investment success. Individuals should conduct their own evaluation. For complete disclosure information, please visit our disclosure page.
RIA Intel
Retirement Plan Adviser of the Year Finalist:
PLANADVISER
National Association of Plan Advisors
Top 401 Retirement Advisors
National Association of Plan Advisors
2017 - 2024
Five Star Professional
Top Wealth Managers
in Indianapolis
Indianapolis Monthly
2012, 2013, 2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022
Top 100
Retirement Plan Advisers
PLANADVISER
2016, 2018, 2019, 2020, 2021
