Shepherd Financial, LLC
Financial ServicesView the employees at
Shepherd Financial, LLC-
Carson Kane Financial Services Specialist at Shepherd Financial
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Carmel, Indiana, United States
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Rising Star
David Bauer, AIF® Director Investment Management at Shepherd Financial, LLC-
Carmel
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Rising Star
Garrett Smith, AIF® Wealth Advisor at Shepherd Financial, LLC-
New Albany, Indiana, United States
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Rising Star
Dave Jacocks Retirement Consultant - Helping educate plan participants to achieve successful outcomes..-
Fishers
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Top 10%
Alex Sylvester, CPFA®, AIF® Partner at Shepherd Financial, LLC-
Indianapolis, Indiana, United States
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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.
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