Shepherd Financial

Shepherd Financial is a financial advisory firm that works with employers on retirement plans and with individuals and business owners on wealth management. Its retirement plan consulting includes employee engagement and fiduciary support, while its wealth management covers financial planning, investments, and family office services. The firm also helps business owners with succession planning, key person protection, and insurance solutions.

The firm describes its approach as team-based, with several people working together on each client rather than a single advisor. Shepherd Financial is based in Carmel, Indiana, and its advisors discuss business only with residents of states where they are properly registered or licensed. Investment advice is offered through a separate registered investment advisor, and the firm does not provide legal, tax, or accounting advice, so clients are encouraged to work with their own CPAs or attorneys.