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Current company Shepherd Financial, LLC
Financial Services · 56 employees · Founded 2015 · Carmel, Indiana, United States
At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind.
Better financial decisions start with a clear understanding of what matters most to you. We build strategies around your priorities, and the realities you’re navigating.
For employers, we sit alongside you to design and support retirement plans in a way that lightens the load for your team and prepares your employees for what’s ahead. For individuals and families, we help connect financial decisions to real life, so your plan reflects not just what you want to build, but how you want to live.
Across everything we do, it’s our people who make the difference, bringing care and intention to every relationship. Meet the team behind Shepherd.
Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.