A complete list of active advisors currently associated with Shepherd Wealth Partners
Warmer can help you find a great advisor at Shepherd Wealth Partners or one who fits your needs even better.
Shepherd Wealth Partners works with individual investors—primarily high‑net‑worth households—and sponsors of qualified retirement plans to provide financial planning, investment management, and retirement plan consulting. Services range from one‑time and ongoing written financial plans to discretionary portfolio management and participant education for employer‑sponsored plans. The firm builds portfolios around clients’ goals and time horizons and uses a mix of third‑party model solutions and in‑house strategies, including BlackRock ETF model portfolios, Dimensional Fund Advisors (DFA) funds, and Shepherd’s Biblically‑Responsible Investing (BRI) models; mutual funds, ETFs, and occasional individual securities are used as appropriate. Shepherd emphasizes periodic in‑person reviews, discretionary management when authorized, and uses a sub‑advisory relationship with 55ip to execute BlackRock models and provide tax‑loss harvesting within those models. Notable differences from many peers include an explicit faith‑based investment option (BRI) with screening criteria, use of a third‑party trade/harvesting provider (55ip) for certain model portfolios, and a practice of purchasing bulk licenses for third‑party estate‑planning platforms (e.g., Trust & Will) that the firm may offer to clients. The brochure also discloses retirement plan co‑adviser arrangements with third‑party fiduciaries, acceptance of standing letters of authorization (limited custody), and coordination with unaffiliated tax and estate providers—features the firm discloses as potential implementation options and conflicts of interest.
To learn more about the advisors currently working at Shepherd Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Waxhaw, NC
| 3
| |
Waxhaw, NC
| 3
| |
Waxhaw, NC
| 20
|
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