Shepherd Financial Investment Advisory

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Shepherd Financial Investment Advisory — overview

About

Shepherd Financial Investment Advisory is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include retirement plan consulting, wealth management, financial planning, insurance solutions, business planning, and succession planning. It advises individuals and high-net-worth individuals, 401(k), 403(b), 457, profit sharing, cash balance, and pension plans for private and publicly held companies, charitable organizations, and governmental entities.

Shepherd Financial Investment Advisory - known decision makers (19)

Position	Location	Asset Class
Director - Investment Management	Carmel, US	GEN
Director - Marketing & Communications	Carmel, US	GEN
Director - Wealth Management	Carmel, US	GEN
Retirement Plan Advisor	Wilmington, US	GEN
Director, Wealth Management & Senior Wealth Advisor	Carmel, US	GEN

Showing 5 of 19 known decision makers Shepherd Financial Investment Advisory

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo