Shepherd Financial Partners

Shepherd Financial Partners is a Winchester financial planning and wealth management firm serving individuals, families and business owners, especially those with complex and multigenerational planning needs. It takes a consultative approach and describes its service as a personal, multifamily office experience. Plans are tailored to each client’s goals and values, whether the focus is growing wealth, reducing taxes, planning a legacy or preparing for retirement.

An in-house asset management team builds customized portfolios matched to each client’s risk tolerance, with access to a broad mix of public and private investments. The firm works alongside CPAs on tax strategy and helps with estate and generational wealth transfer. Businesses can turn to it for retirement and profit-sharing plans and succession strategy, and nonprofits for endowment management, investment oversight, multi-year planning, stock donations and setting up foundations.

What to Know

• Shepherd Financial Partners has been in business since 1988.
• Team members have firsthand experience creating and managing foundations.
• The firm points to high client retention and decades-long client relationships.
• It is a member of the Winchester Chamber of Commerce.