Shepherd Financial is a nationally recognized firm using a thorough and highly efficient, process-driven approach to retirement plan consulting, wealth management advisory services, business planning, and insurance services. Our practice has transitioned from individual advisors to a true team environment. Our team depth, training, and extensive experience enable us to produce customized, quality content for each client. From the onset of the client relationship, detailed workflows are utilized to generate tasks and timely deadlines to streamline all aspects of client service. We use robust, state-of-the-art technology and resources to empower clients in every aspect of their plan management. Our consistent, documented process combines consulting, independent investment management, and continuous oversight.