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Our Philosophy

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Research, Ask Questions

Research, Ask Questions

We encourage everyone to grow in their knowledge of financial strategies. We can point you in the right direction if you need help on where to start. 


This gives you a great foundation to begin asking more nuanced questions in any financial conversation. 

Education is the first priority. We're here to help you understand your options and feel comfortable with your finances. Then it's a "One-Size-Fits-One" approach to your situation, instead of "One-Size-Fits-All".

We encourage and are excited when people read books, watch videos, take courses on and even learn what your friends and co-workers are doing with their savings. We are glad you have a desire to seek information and knowledge. Most people struggle to understand financial terminology, concepts, how money grows and how to protect it.

You might be wondering "how much does a personal financial advisor cost" and other similar questions. These are great questions that we address during our process. We have a two free meeting process that allows us to get to know each other before any commitments or obligations. It's a part of our commitment to relationships, not transactions. 

There is no financial education specific to your exact situation and goals. There are books and YouTube videos, but those are a “One-Size-Fits-All” approach - and even when you do learn, you have to know how to apply what you have learned.

At Shepherd Financial Advisors, we are in the “One-Size-Fits-One” business. We tailor our advice to you, not a category of investor. 

There is value in reading books, watching videos, attending seminars, asking friends, and all the information available on the internet. The value is learning the questions to ask us, learn both the “Pro’s” and the “Con’s” as they apply to your situation.

We believe your finances and goals are important enough to at least make them a hobby.

The Power of Independence 

Here are some of the many reasons we chose to be independent. Our resources and options help give us the best opportunity to serve our clients. 

Freedom of Choice

We have access to the best strategies and companies in the financial industry. This allows us lots of great options when putting together your personalized strategy.

No Strings Attached

Being independent means no quotas, minimums, or loyalties to a certain company or product. Our first and only interest is your financial well being. 

Everyone Gets Help

We have the ability to set our own guidelines for who we help - and we don't put any restrictions on it!