Who We Are

Financial Planning • Wealth Management • Biblically Responsible Investing


SHEPHERD guides clients to find greater freedom and peace by providing personal financial advisory services that better fit their beliefs and convictions.  As Christian financial advisors, we offer comprehensive financial planning and investment management.  Our goal is to help you grow and manage your wealth from a Biblical perspective and to achieve your retirement and other financial dreams.

Technical Expertise

As fee-only financial planners, Shepherd offers practical solutions to complex financial issues.  This includes portfolio construction, tax-reduction strategies, and answering the big questions such as "How much is enough?"

Personal Relationships

A trusted advisor who is “in it with you”.  Shepherd walks alongside our clients to help navigate the challenges of wealth.  We offer the same care for our clients that we do for their money.

Biblical Perspective

Our counsel is rooted in Scripture to align your faith and finances.  We implement Biblical principles of finance to help you live a life of faithful stewardship.

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Bible Verses About Money

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