Shepherd Financial, LLC

We believe in making a difference in employees lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln...

Fiduciary guidance,investment selection and monitoring,partipant education,retirement readiness analysis,individual wealth management,employee engagement,and financial wellness

Shepherd financial, llc operates in the Financial services industry.

Shepherd financial, llc's revenue is 11m - 100m

Shepherd financial, llc has 11 - 50 employees.