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Protect What Matters Most
With Our Financial Advisory

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

Build a Personalized Financial Portfolio

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?”

Technical Expertise
Personal Relationships

Practicing Honesty and Transparency

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.

Personal Relationships
Biblical Perspective

Providing Guidance to Our Partners

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.

Biblical Perspective

Bible Verses
About Money

"You shall remember the Lord your God, for it is he who gives you power to get wealth, that he may confirm his covenant that he swore to your fathers, as it is this day."
Deuteronomy 8:18
"Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment."
1 Timothy 6:17
"Honor the Lord with your wealth."
Proverbs 3:9
"So if you have not been trustworthy in handling worldly wealth, who will trust you with true riches?"
Luke 16:11

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