Shepherd Financial Advisors

We are independent financial advisors based in Madison, WI. We are passionate about making sure our clients are educated and set up properly with all things finances, not just their investment portfolios. Utilizing the top technology available, we build out comprehensive financial plans so our clients can have confidence about their future. Our tagline is "Deep Roots, Guided Growth, and Lasting Legacy" because it highlights the three stages of a financial plan that we lead our clients through. Our logo is based on the Shepherd tree in Africa, not known to many - but it has the deepest roots of any tree. The foundation to a solid plan starts with clarity on your vision and values - your why - and once we have those roots in place, then we can grow together. Visit to learn more! Address: Odana Road Suite 104 Madison, WI 53719 T:(608) 234-5734 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA /SIPC.