Our Process
Helping People And Companies Thrive Through Empowered Financial Solutions
Retirement Plan Consulting
The advisors at Shepherd Financial provide independent, unbiased, and objective consulting advice. Our passion is creating retirement-ready employees and responsible plan fiduciaries. We offer proactive leadership, advocacy, and extensive industry experience in the following areas:
- Employee engagement
- Fiduciary protection
- Administrative efficiency
- Investments
- Expenses
- Technology
Wealth Management
Our wealth management process is easy to understand, always accessible, and can help organize your financial world in a whole new way. Our holistic planning process includes:
- Defining goals
- Appraising assets
- Analyzing gaps
- Presenting strategies
- Optimizing the plan
- Monitoring progress
Our Mission Is
Helping People And Companies Thrive Through Empowered Financial Solutions
Our Vision Is
To Grow In A Meaningful Way, Becoming A Nationally Recognized Name As A Trusted Financial Partner And Industry Leader
Our Core Values
Integrity
We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.Service
We regularly and generously share our time, knowledge, and money to positively impact the well-being of our clients, community, and one another.Empathy
We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.Innovation
We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.Quality
We provide consistent service and resources, offering value and accountability to our clients.Growth
We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.Connect with a
member of our team
member of our team
2015
Founded
$3.5 Billion
Assets Under Management
