Shepherd Financial Partners

What Shepherd Financial Partners does

Shepherd Financial Partners is an independent registered investment advisor headquartered in Winchester, Massachusetts, providing comprehensive wealth management services to high-net-worth individuals, multigenerational families, business owners and entrepreneurs, individuals approaching retirement, and foundations/corporations/institutions. Founded in 1988, the firm operates under the legal entity Shepherd Financial Partners LLC and delivers an integrated service portfolio spanning Financial Planning, Private Wealth Management, Asset Management, Strategic Tax Planning, Estate & Generational Wealth Planning, Retirement Planning, Corporate Retirement Plans, and Nonprofit Financial Management. The firm's flagship methodology, the Shepherd Living Plan, is a comprehensive financial planning roadmap that combines net worth statements, cash flow projections, asset allocation reviews, retirement projections, and dynamic what-if scenarios to anchor the client relationship.

The firm's operating model combines an in-house asset management team and investment committee providing customized portfolios across public and private assets, with execution, custody, and broker-dealer services delivered through a partnership with LPL Financial (member FINRA/SIPC). Revenue is generated through asset-under-management-based advisory fees bundled into integrated service packages; specific fee schedules are not publicly disclosed. Client engagement follows a consultative, relationship-based model: prospects enter through referrals, community events, educational content (including a Coffee Commentary video series and monthly market updates), and free discovery sessions, with ongoing service delivered through dedicated advisors, a multidisciplinary specialist team, and digital portals (LPL Account View and Shepherd Wealth Management Portal). Geographically, the firm operates domestically from a single office at 1004 Main Street, Winchester, MA, with no disclosed international footprint or external equity sponsorship.

Name

Shepherd Financial Partners

Legal name

Shepherd Financial Partners LLC

Website

https://shepherdfinancialpartners.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Shepherd Financial Partners is an independent registered investment advisor based in Winchester, MA, providing wealth management, asset management, and integrated financial planning to high-net-worth individuals, multigenerational families, business owners, retirees, and nonprofit institutions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management services
• Financial planning advisory
• Asset management
• Estate planning
• Retirement planning

Headquarters

HQ city

Winchester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Asset Under Management (AUM) Fees: Advisory fees charged as a percentage of assets under management. Clients benefit from increased transparency and accountability with in-house asset management team.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Shepherd Financial Partners is an independent registered investment advisor that delivers comprehensive wealth management and financial planning services to high-net-worth individuals, multigenerational families, business owners, individuals approaching retirement, and institutional clients. Its core offering centers on the Shepherd Living Plan methodology, a tailored financial planning roadmap that drives integrated services including asset management, strategic tax planning, estate and generational wealth planning, retirement planning, corporate retirement plan services, and nonprofit financial management, with securities offered through LPL Financial.

Product overview

Shepherd Financial Partners is a registered investment advisor offering a unified wealth management platform for high-net-worth clients. The core offering is the Shepherd Living Plan, a comprehensive financial planning methodology that drives and complements all other services. The service portfolio includes: Financial Planning, Private Wealth Management, Asset Management, Strategic Tax Planning, Estate & Generational Wealth Planning, Retirement Planning, Corporate Retirement Plans, and Nonprofit Financial Management. Client-facing digital tools include the Account View Portal (powered by LPL Financial) for investment account access and the Shepherd Wealth Management Portal for financial planning information and aggregated accounts. Securities are offered through LPL Financial, member FINRA/SIPC.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service using the Shepherd Living Plan methodology, encompassing financial overview, net worth statement, cash flow projections, asset allocation review, and retirement projections for individual clients and families.
• Private Wealth Management
• Asset Management
• Strategic Tax Planning
• Estate & Generational Wealth Planning
• Retirement Planning
• Corporate Retirement Plans
• Nonprofit Financial Management

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and in-house asset management to HNW individuals and families — directly analogous in service mix, fee model, and target client to Shepherd Financial Partners.
• Buckingham Strategic Wealth: Financial planning-led independent RIA serving HNW households with ongoing planning, tax, and investment management — closely comparable in planning-first methodology and HNW focus.
• Mariner Wealth Advisors: Independent wealth advisory firm providing comprehensive financial planning, asset management, and tax/estate services to HNW families, business owners, and institutions — a like-for-like competitor in service breadth and HNW specialization.
• Hightower Advisors: Independent RIA partnership serving HNW individuals, families, and institutions with comprehensive wealth planning and investment management — direct competitor in HNW segment with similar consultative model.
• Modera Wealth Management: Fee-only financial planning-led RIA serving HNW households and business owners — closely aligned with Shepherd's planning-led methodology and HNW clientele.
• Sequoia Financial Group: Independent wealth advisory firm offering financial planning, investment management, and retirement plan services to HNW individuals and institutions — comparable in integrated service offering and RIA structure.

Broad incumbents

• Carson Group: National RIA support platform serving financial advisors and their HNW clients with technology, investment, and back-office infrastructure — comparable in HNW focus but operating at much greater scale with a hybrid business model.
• Edelman Financial Engines: Large-scale RIA combining traditional financial planning with workplace 401(k) advisory — comparable in offering breadth, but operates at far greater scale with mass-affluent reach that Shepherd does not target.

Emerging players

• Bessemer Trust: Multi-family office serving ultra-high-net-worth families with estate planning, investment management, and family governance — comparable to Shepherd's multigenerational wealth offering but at a higher wealth tier.

Regional players

• Altfest Personal Wealth Management: Independent, planning-led RIA serving HNW clients with comprehensive planning, asset management, and tax services — comparable in service model but geographically concentrated in the Northeast.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ShepFinPart
• Facebookfacebook.com/shepherdfinancialpartners
• LinkedInlinkedin.com/company/shepherd-financial-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shepherd Financial Partners