A complete list of active advisors currently associated with Shepherd Wealth Management

Warmer can help you find a great advisor at Shepherd Wealth Management or one who fits your needs even better.

Shepherd Wealth Management provides investment management, ongoing financial planning at no additional fee, and retirement plan consulting to individual and high-net-worth clients. The firm manages roughly $162 million in discretionary assets for about 430 clients and operates with a four-advisor team. Investment programs are primarily built around Modern Portfolio Theory and passive allocations using index mutual funds and ETFs, while the firm also incorporates fundamental, technical, charting and cyclical analysis and will engage Outside Managers when appropriate. Client portfolios are managed on a discretionary basis with regular monitoring and quarterly reviews, and financial planning is integrated into the advisory relationship. The firm’s ADV discloses that it engages independent promoters to generate client referrals and pays a portion of advisory fees to those promoters, with written Promoter Disclosure Statements provided to referred clients. The brochure and disclosures also indicate the firm uses client testimonials, endorsements, and advertises performance results in its marketing—practices that are relatively uncommon among similarly sized team advisers—and it describes its custody arrangements and authority to directly debit advisory fees.

To learn more about the advisors currently working at Shepherd Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.