A complete list of active advisors currently associated with Shepherd Advisory LLC

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

Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm coordinates across clients' broader advisory networks—CPAs, attorneys, custodians, and investment managers—and assists in evaluating and selecting third‑party advisers. Its investment approach is goals-based and holistic, relying on account aggregation, cash‑flow modeling, net worth tracking, asset allocation review, and fee and tax-efficiency analysis to shape long-term, diversified recommendations. All investment advice is provided non‑discretionarily and implemented only with client approval. What is distinctive for a firm in this category is the combination of formal financial planning and portfolio management delivered through a fractional family office model, together with a fixed quarterly retainer billing structure. The firm also discloses offering tax return preparation within its highest service tier, documented referral relationships with outside private bank advisors, and a currently disclosed familial client relationship in its regulatory disclosures.

To learn more about the advisors currently working at Shepherd Advisory LLC, 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.