A complete list of active advisors currently associated with Shepherd's Financial LLC

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

Shepherd’s Financial serves individuals as well as clergy, churches, businesses and charitable organizations, offering discretionary and non‑discretionary asset management alongside financial planning and consulting. Services cover ongoing portfolio management, investment selection and plan-based advice on retirement, tax reduction, estate preservation and risk management. The firm tailors strategies to each client’s stated objectives and risk tolerance using fundamental analysis, periodic account reviews, rebalancing and tax‑aware techniques such as tax‑loss harvesting. It may allocate assets to Sub‑Advisors through Altruist’s Model Marketplace and offers direct indexing strategies that permit account‑level customizations, with disclosures about tracking error and political‑risk considerations. Noteworthy differences from many peers include that the firm’s principal also conducts licensed insurance sales and tax preparation, activities the brochure discloses as potential conflicts when insurance or tax services are recommended or provided. The explicit focus on charitable and corporate clients, combined with use of third‑party model managers and direct indexing, creates additional customization and operational features that are less common among independent advisers of this type.

To learn more about the advisors currently working at Shepherd's Financial 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.