Connect with our advisory consultants, arrange an in-person or virtual consultation, or access your centralized wealth dashboard and sponsor fiduciary vault.
Headquartered in Carmel, Indiana, with regional consulting branches supporting clients coast-to-coast.
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You may also reach our central client relations team directly by telephone or email:
While we are proud of the work we do, it is fueled by the team we have built. We are constantly seeking innovative, passionate individuals in retirement consulting, paraplanning, and client operations.
Email Your ResumeAccess your aggregated personal financial plan, custodian accounts, or institutional retirement plan fiduciary vault.
Comprehensive personal dashboard aggregating banking, investments, cash flow modeling, and multi-generational goals.
Direct access to custodian statements, tax reporting forms (1099s), and transaction history via Lincoln Investment.
Secure digital document repository for plan sponsors storing executed plan agreements, IPS documents, minutes, and Form 5500s.
Shepherd Financial Investment Advisory, LLC is an SEC-registered investment adviser. Under federal securities laws, our firm provides full disclosure of our advisory practices, fee structures, and potential conflicts of interest:
We collect non-public personal information (such as name, Social Security number, financial assets, and transaction history) solely to provide investment advisory and insurance services. We do not sell, rent, or disclose non-public personal information to unaffiliated third parties, except as authorized by law or required to execute transactions. All employee personnel are bound by strict non-disclosure obligations.
The materials on this website are provided for general informational purposes only and do not constitute specific investment, legal, or tax advice. No client-adviser relationship is created by accessing content on this site without an executed written agreement.
