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VerifiedFinancial Services· Founded 1990

Shepherd Financial Partners

Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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HeadquartersWinchester, United StatesEmployees22(11 to 50)Annual revenue$1M to <$10MFounded year1990Websiteshepherdfinancialpartners.comLinkedIn profileLinkedIn

Verified contacts

21

available on Kipplo

LinkedIn employees

22

11 to 50 range

Open roles

no listings

Distinct roles

18

indexed titles

Tech stack

3

tools in use

Monthly traffic

400

organic / mo

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Decision-makers and verified team members

21 contacts with verified email or phone · masked until revealed.

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Top roles at Shepherd Financial Partners

18 distinct titles indexed · top 10 shown.

  • 2chief marketing officer
  • 2financial paraplanner
  • 2wealth advisor
  • 1business development specialist
  • 1ceo, founder
  • 1charter oak capital management
  • 1client relationship manager
  • 1client services manager
  • 1executive assistant
  • 1ge healthcare
  • +8more titles

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