Special Needs Financial Planning | Our Team
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.
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.
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Our Team

Our people make us unique.  

Our team makes us exceptional.

Our unparalleled combination of experience and leadership in the field of planning for families of individuals with disabilities, along with the establishment of our multi-generational team to carry forward our practice, illustrate our unwavering commitment to our clients and their families.

Wealth Advising & Planning

Service Team