Shepherd Financial Partners

Closed
1004 Main St
Winchester, MA 01890

Shepherd Financial Partners, founded in 1988 by Mark Shepherd, is dedicated to serving clients through their financial transitions with a dynamic wealth management strategy. Their experienced team offers comprehensive services, including financial planning, investment management, institutional services, and sustainable investing, tailored to the evolving needs of individuals and businesses.

With a strong belief in the importance of creating personalized financial roadmaps, Shepherd Financial Partners helps clients navigate their financial journeys confidently. They emphasize building lasting relationships and providing ongoing financial counsel to ensure clients' goals are met throughout various life stages.

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