SHEPHERD WEALTH ADVISORS

Shepherd Wealth Advisors is a virtual-first firm I founded in 2019, supported by a wonderful team at J.W. Cole Financial, to help others reach their full potential without the typical geographical boundaries. I manage portfolios personally, rather than outsourcing, and strive to protect my clients during catastrophic markets. Since I'm committed to keeping a limited clientele it allows me to create genuine tailored strategies that help others build and protect their wealth while providing the highest level of dedicated service... Your investment accounts (IRAs, ROTH IRAs, brokerage accounts, etc) are housed at a well established institution such as Fidelity, TD Ameritrade, E-Trade, Betterment, or Schwab. We are able to work with any of these institutions since we're independent, which means you may not even have to move your money to work with us... Shepherd Wealth Advisors help you live the life you've always wanted through customized financial planning and investment management.

Also known as: Shepherd Wealth Advisors, LLC