Shepherd Financial Advisors

The Capital Group, a Madison, WI-based financial firm with over 20 years of experience, offers comprehensive services for individuals and businesses. We specialize in crafting tailored solutions for retirement planning, risk management, cash flow analysis, estate planning, and wealth management. Our expertise extends to life insurance and charitable giving, helping you secure your future and leave a lasting legacy. As skilled financial advisors, we navigate complex investment landscapes and optimize your portfolio to achieve long-term financial success.

As a division of the widely recognized UW Credit Union, we are proud to have served its members for over two decades. Our affiliation with this esteemed institution enables us to leverage its strong brand and extensive resources to deliver top-tier financial advisory services to our valued clients. Being a part of UW Credit Union, we are backed by a respected institution that shares our commitment to client-centric service. We look forward to the opportunity to guide you towards financial strength and security, and we are excited to celebrate each milestone with you. Together, we can work toward making your financial dreams a reality.

Welcome to Red Granite Financial, where strength, stability, and sophistication intersect. Our name embodies vitality, passion, and action ("Red"), along with durability, solidity, and reliability ("Granite"). As a collective of financial professionals, we offer a diverse range of services, including investment management, wealth advisory, financial planning, executive benefits, and retirement planning. At Red Granite Financial, we are committed to being a robust and trustworthy firm, capable of providing comprehensive financial solutions. We are your guide in managing and growing your finances, with a focus on long-term success and stability. Our name reflects our commitment to professionalism, expertise, and client satisfaction.