Shepherd Financial Partners, LLC
Shepherd Financial Partners, LLC (CRD# 169093) is a financial advisory firm headquartered in Winchester, MA. They manage $975,440,323 in 696 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management975MILLION
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Total Number of Accounts696ACCOUNTS
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Average Account Value$1,401,495
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, GA, IL, LA, MA, MD, ME, MO, NH, NJ, NY, PA, RI, TX, UT
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.
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.
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.
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.
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.
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.