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Shepherd Financial Partners

EST. AUM
$1,379,061,513

CONTACTS
6

CLIENT ACCOUNTS
1,941

Firm Details

Metro area Boston
CRD Number 169093
Website shepherdfinancialpartners.com
Client types

Overview

Shepherd Financial Partners, established in 1988 by Mark Shepherd, is a wealth management firm providing a range of financial services. The firm utilizes a team-based approach, drawing on the expertise of its professionals to deliver customized solutions in areas such as investment management, insurance, estate planning, tax strategies, and wealth transition. Its approach is designed to address the complexities of clients' financial needs through comprehensive and personalized support.

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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