You Trust Dave, And Dave Trusts Us to Help You

Dave Ramsey’s Baby Steps have worked for millions of folks because they are simple, effective and powerful. If you are committed to taking charge of your finances, then you can accomplish your retirement and other financial dreams. At Shepherd Wealth Partners, our job is to help Dave Ramsey fans successfully climb each Baby Step and achieve financial freedom. We’ll help you develop a personalized plan of action, implement the necessary changes, and keep you motivated on your path to successful stewardship “so you can live like no one else.”

We know it takes time and energy to find a financial advisor you trust. As a fiduciary, we are committed to transparency and always treating you like we’d want to be treated. That’s what’s earned us the status of being a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.

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Are Your Investments Aligned With Your Beliefs?