Shepherd Financial Partners, LLC

Shepherd Financial Partners, LLC (CRD# 169093) is a financial advisory firm headquartered in Winchester, MA. They manage $434,129,783 in 972 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    972
    ACCOUNTS
  • Average Account Value
    $446,636
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, FL, LA, MA, ME, NH, NM, OH, RI, TX

Financial Advisors at Shepherd Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 6 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.

2
Joseph A. Logrippo
CRD#: 4607249
1004 Main Street, Winchester, MA 01890
93
Wealthminder
score

Joseph Logrippo (CRD# 4607249) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 13 years of experience in the finance industry.

3
Steve L. Kuhlman
CRD#: 2932993
1004 Main Street, Winchester, MA 01890
87
Wealthminder
score

Steve Kuhlman (CRD# 2932993) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.