Shepherd Financial Partners, LLC

Shepherd Financial Partners, LLC (CRD# 169093) is a financial advisory firm headquartered in Winchester, MA. They manage $575,030,168 in 1,364 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    575
    MILLION
  • Total Number of Accounts
    1,364
    ACCOUNTS
  • Average Account Value
    $421,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, ME, NH, NM, NY, OH, PA, RI, TX, VA

Financial Advisors at Shepherd Financial Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Paul R. Bourgeois
CRD#: 1686471
1004 Main Street, Winchester, MA 01890
96
Wealthminder
score

Paul Bourgeois (CRD# 1686471) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 30 years of experience in the finance industry. Paul Bourgeois has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cynthia R. Haddad
CRD#: 2290950
1004 Main Street, Winchester, MA 01890
96
Wealthminder
score

Cynthia Haddad (CRD# 2290950) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 25 years of experience in the finance industry. Cynthia Haddad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alexandria M. Nadworny
CRD#: 5695354
1004 Main Street, Winchester, MA 01890
96
Wealthminder
score

Alexandria Nadworny (CRD# 5695354) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 7 years of experience in the finance industry. Alexandria Nadworny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James R. Lister
CRD#: 5350592
1004 Main Street, Winchester, MA 01890
93
Wealthminder
score

James Lister (CRD# 5350592) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 10 years of experience in the finance industry.

5
Steve L. Kuhlman
CRD#: 2932993
1004 Main Street, Winchester, MA 01890
89
Wealthminder
score

Steve Kuhlman (CRD# 2932993) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 2 years of experience in the finance industry.

6
John W. Nadworny
CRD#: 1605754
1004 Main Street, Winchester, MA 01890
86
Wealthminder
score

John Nadworny (CRD# 1605754) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 31 years of experience in the finance industry. John Nadworny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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