We are independent financial advisors based in Madison, WI. We are passionate about making sure our clients are educated and set up properly with all things finances, not just their investment portfolios. Utilizing the top technology available, we build out comprehensive financial plans so our clients can have confidence about their future. Our tagline is "Deep Roots, Guided Growth, and Lasting Legacy" because it highlights the three stages of a financial plan that we lead our clients through. Our logo is based on the Shepherd tree in Africa, not known to many - but it has the deepest roots of any tree. The foundation to a solid plan starts with clarity on your vision and values - your why - and once we have those roots in place, then we can grow together.
Visit https://www.shepherdfinancialadvisors.com/ to learn more!
Address: 5555 Odana Road Suite 104 Madison, WI 53719 T: (608) 234-5734
Securities and advisory services offered through LPL Financial, a registered investment advisor,
Member FINRA /SIPC.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 5555 Odana Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- retirement, retirementplanning, investment, 401kplanning, financialfreedom, financialindependence, financialplanning, medicaidplanning, legacyplanning, trustplanning, holisticfinancialplanning, investmentmanagement, wealthmanagement, techfinance, financialadvisor.
- HQ
- Madison, Wisconsin
Shepherd Financial Advisors Questions
Shepherd Financial Advisors's website is http://www.shepherdfinancialadvisors.com
Shepherd Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/shepherdfinancialadvisors
Shepherd Financial Advisors has
5 employees.
View email and phone details for 5
employees at Shepherd Financial Advisors.
Shepherd Financial Advisors's industry is
Financial Services
Shepherd Financial Advisors's top competitors are
Madison Capital Group Holdings, Llc,
D1g1t,
Cardworks,
Vesey Ventures,
Hulah,
A4 Wealth Advisors, Llc,
Mbanq,
Signify Wealth,
Finovate,
Onto Innovation.
Shepherd Financial Advisors's categories are Financial Services
Shepherd Financial Advisors's founding year is 2022
