Shepherd Financial Partners, LLC

Shepherd Financial Partners, LLC (CRD# 169093) is a financial advisory firm headquartered in Winchester, MA. They manage $798,565,123 in 658 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    799
    MILLION
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $1,213,625
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, LA, MA, MD, ME, MO, NH, NY, PA, RI, TX, UT

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

Paul Bourgeois (CRD# 1686471) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 36 years of experience in the finance industry.

2
Brian G. Davies
CRD#: 6957563
1004 Main Street, Winchester, MA 01890

Brian Davies (CRD# 6957563) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 5 years of experience in the finance industry.

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

Steve Kuhlman (CRD# 2932993) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 8 years of experience in the finance industry.

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

James Lister (CRD# 5350592) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 16 years of experience in the finance industry.

5
Samuel S. Shepherd
CRD#: 6618941
1004 Main Street, Winchester, MA 01890

Samuel Shepherd (CRD# 6618941) 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.

6
Steven F. St. Pierre
CRD#: 3154429
1004 Main Street, Winchester, MA 01890

Steven St. Pierre (CRD# 3154429) 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.

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