Shepherd Wealth Partners is a financial advisory firm dedicated to honoring God by guiding clients to align better and live out their faith through finances.
We offer counsel that equips clients to handle wealth’s technical, spiritual, emotional, and relational challenges.
Charles Terry is the owner and CEO of Shepherd Wealth Partners.
As a Certified Financial Planner, he has served as a fee-only advisor since 2006 and has a passion for equipping and encouraging clients to better steward their time, talents, and treasures.
Charles has regularly served as a Subject Matter Expert for the CFP Board. As a Mathematics major from UNC, he has a love of numbers, Carolina basketball, but mostly his wife and five adorable kids.
His earlier career was on staff with Young Life, a high school outreach ministry, before he realized that he could combine his love for numbers, deep personal relationships, and Biblical perspective into the role of a financial advisor.
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