Who We Are
What We Do
Resources

Contact Us
Client Portal

Who We Are
What We Do
Resources

Contact Us
Client Portal

Blog

Helping People and Companies Thrive Through Empowered Financial Solutions

On June 5, 2024, Leah Sylvester was honored as the 2024 Retirement Plan Advisor of the Year at the RIA Intel Awards.

HELPING PEOPLE AND COMPANIES THRIVE THROUGH EMPOWERED FINANCIAL SOLUTIONS

shepfinteam@shepherdfin.com

Quick Links

About Us
Retirement Plans
Wealth Management
Join Our Team
Client Portal

Headquarters

111 Congressional Blvd Suite 100
Carmel, IN 46032

1.317.975.5033
1.844.975.4015

Advisory services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment Planning, LLC, or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

When you link to any of the websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by, The Lincoln Investment Companies.

Copyright © Shepherd Financial 2024. All Rights Reserved.

Disclosures
ADV 2A
Form CRS
Privacy Policy
Terms of Service

you are leaving the Shepherd Financial Website

you are leaving the Shepherd Financial Website

Continue To Shepherd Insurance Website

Connect with a
Member of Our Team

Name*
First Last
Email*
Phone
I'm interested in...
Message
Consent
I would like to receive email updates from Shepherd Financial.
CAPTCHA