Shepherd Wealth Partners

Shepherd Wealth Partners

We are a fee-only financial planning and wealth management firm helping clients be better stewards. Call us for a free, no-obligation initial consultation!

Investment advisory services offered through Shepherd Wealth Partners, LLC, a registered investment advisory firm currently registered in NC and SC. We are a fee-only firm committed to helping our clients achieve their financial goals. Shepherd offers both financial planning and investment management services. We strive to incorporate biblical principles of finance into our counsel, walking through the technical, relational, emotional and spiritual challenges of wealth.

Safeguarding Your Finances - Shepherd Wealth Partners 03/07/2024

Safeguarding Your Finances - Shepherd Wealth Partners In our journey to financial stability and growth, don’t overlook the importance of securing the resources you’ve worked so hard to accumulate. By taking

Calculated Risks - Shepherd Wealth Partners 10/06/2024

Calculated Risks - Shepherd Wealth Partners I hate most risk tolerance questionnaires. They ask vague, unanswerable questions that often leave folks more confused than they were to start. And they tend

Laying the Foundation - Shepherd Wealth Partners 07/03/2024

Laying the Foundation - Shepherd Wealth Partners These and other lies will all work to skew our walls out of alignment. I think it’s also noteworthy that small misalignments in a block wall may not be

Following the Leader - Shepherd Wealth Partners 07/02/2024

Following the Leader - Shepherd Wealth Partners As we were on the lift, it kept taking us right over where they were doing ski school for some little kids, and it was fascinating to watch. The way they

What is Most Likely to Jeopardize My Financial Plan? - Shepherd Wealth Partners 29/01/2024

What is Most Likely to Jeopardize My Financial Plan? - Shepherd Wealth Partners That's why your investments should always go hand in hand with your overall financial plan. Lining up your investment strategy with your future cash flows

Rich in Good Deeds - Shepherd Wealth Partners 22/01/2024

Rich in Good Deeds - Shepherd Wealth Partners "Command those who are rich in this present world…to do good, to be rich in good deeds, and to be generous and willing to share."

Money Value of Time - Shepherd Wealth Partners 08/12/2023

Money Value of Time - Shepherd Wealth Partners When it comes to investing and financial planning, there's a concept known as the Time Value of Money. Basically, the earlier you get access to money, the

How to Handle Healthcare in Retirement - Shepherd Wealth Partners 17/11/2023

How to Handle Healthcare in Retirement - Shepherd Wealth Partners Christian Health-share ministries are becoming a more prevalent option for those seeking alternatives to traditional insurance. The major players here are

Contemplating Early Retirement? - Shepherd Wealth Partners 08/11/2023

Contemplating Early Retirement? - Shepherd Wealth Partners In recent years the concept of early retirement has gained tremendous popularity, and it doesn’t seem to be slowing down. This idea of having a large nest egg

Estate Planning Beyond Your Will - Shepherd Wealth Partners 04/10/2023

Estate Planning Beyond Your Will - Shepherd Wealth Partners A will is important in any estate plan, as it serves as the backbone document of what will happen when you pass away. But there are several other pieces to a

Should I Redo My Will? - Shepherd Wealth Partners 22/09/2023

Should I Redo My Will? - Shepherd Wealth Partners Having an estate higher than those thresholds, you're more likely to overcomplicate things than anything. This can happen by having old wills that put assets

Is it Time to Bail on Bonds? - Shepherd Wealth Partners 13/09/2023

Is it Time to Bail on Bonds? - Shepherd Wealth Partners While the stock market had a terrible year last year, bonds didn't do much better. In fact, when you look at it on a risk-adjusted basis, bonds were much

Drifting Away - Shepherd Wealth Partners 12/07/2023

Drifting Away - Shepherd Wealth Partners In life, floating has that same allure. If I can just eliminate the frustrations and stresses in life, it seems like floating along for a while would be

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Debt Ceiling Crisis - Shepherd Wealth Partners 10/05/2023

Debt Ceiling Crisis - Shepherd Wealth Partners We've all heard about the country's debt ceiling, and how we're coming up to a potential breaking point in a few weeks if Congress can't figure out a

Risks and Rewards of Credit Cards - Shepherd Wealth Partners 19/04/2023

Risks and Rewards of Credit Cards - Shepherd Wealth Partners The reality of credit cards is something that many people fail to truly comprehend. This reality is that they can be a huge advantage when utilized

Overcoming Uncertainty - Shepherd Wealth Partners 13/04/2023

Overcoming Uncertainty - Shepherd Wealth Partners Often its tempting to want to wait for the perfect time to invest, for when the stars align and the coast is clear. Conversely, uncertainty feels dangerous,

The Truth About Dividends - Shepherd Wealth Partners 30/03/2023

The Truth About Dividends - Shepherd Wealth Partners The idea of "dividend investing" appears to be extremely simple at first glance. Invest in businesses that provide dividends (share their profits), reinvest

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Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00