A complete list of active advisors currently associated with Shepherd Wealth & Retirement LLC
Warmer can help you find a great advisor at Shepherd Wealth & Retirement LLC or one who fits your needs even better.
Shepherd Wealth & Retirement, LLC provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting to individual clients (including high‑net‑worth households) and plan sponsors. The firm also offers participant education, variable annuity sub‑account management, and other consulting services under written agreements. The firm constructs customized asset allocations using mutual funds, exchange‑traded funds, individual equities and fixed‑income, and applies fundamental, technical and cyclical analysis with periodic account reviews. In managing client accounts it may employ derivatives and related strategies—such as options, covered calls, inverse/enhanced ETFs and structured notes—alongside allocations to private investment funds, and treats cash as an asset class within its models. Noteworthy distinctions include the explicit use of derivatives and structured products in separately managed accounts and an affiliated insurance agency, Retirement Financial Services, Inc., with related persons licensed to sell insurance products on a commission basis, a relationship the brochure discloses as a potential conflict of interest. The firm also documents formal controls around AI use and reporting tools (e.g., Orion Planning) and is operated by a three‑advisor team overseeing roughly $97 million in discretionary assets for about 129 clients.
To learn more about the advisors currently working at Shepherd Wealth & Retirement 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.
Name |
Location |
Years of experience |
|---|---|---|
Tucson, AZ
| 25
| |
Tucson, AZ
| 36
| |
Tucson, AZ
| 24
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")