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Shepherd Financial

EST. AUM
$6,177,640,329

CONTACTS
23

CLIENT ACCOUNTS
3,041

Firm Details

Metro area Indianapolis
CRD Number 288623
Website shepherdfin.com
Client types

Overview

Shepherd Financial, located in Carmel, Indiana, is a financial services firm specializing in retirement plan consulting, wealth management, business planning, and insurance solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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