Shepherd Financial, LLC
Financial ServicesView the employees at
Shepherd Financial, LLC-
Brian Feuer Financial Planning Expert I Defined Benefits I Pension Plans I Succession Planning I Investment Strategies
-
Columbus, Ohio, United States
-
Top 5%
Curtis Clem Financial Solutions Consultant at Shepherd Financial, LLC-
Top 10%
Tom Mayer, AIF® Partner at Shepherd Financial, LLC-
Rising Star
Heather Willman Business Support Specialist at Shepherd Financial, LLC-
United States
-
Top 10%
Michael Richardson, CFP®, AIF® Partner | Accredited Wealth Management Advisor | Financial Planning Advocate | Mentor + Coach at Shepherd Financial, LLC-
New Albany, Indiana, United States
-
Rising Star
Overview
We believe in making a difference in employees' lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.
-