We believe in making a difference in employees' lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.
View Top Employees from Shepherd Financial, LLCWebsite | http://www.shepherdfin.com |
Revenue | $4 million |
Employees | 43 (43 on RocketReach) |
Founded | 2015 |
Address | 111 Congressional Blvd Suite 100, Carmel, Indiana 46032, US |
Phone | (317) 975-5033 |
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Industry | Financial Services, Finance General, Fiduciary Guidance, Finance, Investment Selection and Monitoring, Partipant Education, Retirement Readiness Analysis |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Shepherd Financial, LLC annual revenue was $4 million in 2024.
Michael Richardson is the Partner | CERTIFIED FINANCIAL PLANNER™ of Shepherd Financial, LLC.
43 people are employed at Shepherd Financial, LLC.
Shepherd Financial, LLC is based in Carmel, Indiana.
The NAICS codes for Shepherd Financial, LLC are [52, 5239, 52393, 523].
The SIC codes for Shepherd Financial, LLC are [628, 62].