SHEPHERD guides clients to find greater freedom and peace by providing personal financial advisory services that better fit their beliefs and convictions. As Christian financial advisors, we offer comprehensive financial planning and investment management. Our goal is to help you grow and manage your wealth from a Biblical perspective and to achieve your retirement and other financial dreams.
As fee-only financial planners, Shepherd offers practical solutions to complex financial issues. This includes portfolio construction, tax-reduction strategies, and answering the big questions such as "How much is enough?" Our counsel is rooted in Scripture to align your faith and finances. We implement Biblical principles of finance to help you live a life of faithful stewardship.
As fee-only financial planners, Shepherd offers practical solutions to complex financial issues. This includes portfolio construction, tax-reduction strategies, and answering the big questions such as "How much is enough?" Our counsel is rooted in Scripture to align your faith and finances. We implement Biblical principles of finance to help you live a life of faithful stewardship.
Services
SHEPHERD WEALTH PARTNERS is a financial advisory firm dedicated to honoring God by guiding clients to better align, and live out, their faith through finances. We offer counsel that equips clients to handle the technical, spiritual, emotional and relational challenges of wealth. We view this as a calling to serve those who have been entrusted with both little and much, and delight in assisting clients in their roles as stewards.
Our process draws out relevant Biblical principles and how to apply them practically to your situation. Every situation is unique, but the questions you are facing are often very common and financial planning is a process to help find answers. If you have big questions like these regarding your finances, then financial planning is a great place to start.
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