A complete list of active advisors currently associated with Shepherd Financial Partners, LLC
Warmer can help you find a great advisor at Shepherd Financial Partners, LLC or one who fits your needs even better.
Shepherd Financial Partners serves individual and high‑net‑worth clients as well as business entities, trusts, estates, retirement plan sponsors and charitable organizations. The firm provides discretionary portfolio management (on both wrap and non‑wrap bases), financial planning and retirement plan consulting, and reports approximately $1.38 billion in assets under management across roughly 730 client relationships and six offices. The firm typically manages client accounts on a discretionary basis and can allocate assets to unaffiliated independent managers or private investment funds as part of customized portfolios. Implementation uses a mix of liquid equity and fixed‑income vehicles and, where suitable, option and derivative instruments—including inverse/enhanced funds, covered‑call strategies, interval funds and derivatives employed in separately managed accounts—combined with ongoing due diligence and monitoring. Notable operational features include sponsorship of a wrap‑fee program with LPL Financial serving as custodian and a formal affiliation with LPL, from which the firm receives a $9,000 annual compliance credit and additional discretionary benefits; several representatives also maintain registrations with LPL and hold insurance licenses. The firm has adopted policies governing the use of AI tools in advisory work, offers ERISA 3(21)/(38) retirement plan services, and does not exercise discretionary authority to purchase cryptocurrencies for client accounts, preferring regulated fund or manager exposures when crypto is requested.
To learn more about the advisors currently working at Shepherd Financial Partners, 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.
You can also browse Shepherd Financial Partners, LLC's office locations.
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