Guidance toward financial peace, contentment, and fulfillment.
shep·herd
/ˈSHepərd/
noun
- a person who protects or guides a person or a group.
verb
- to watch over carefully
- guide or direct in a particular direction.
Who We Serve
We serve those who have passions outside of work. Our clients love their families, want to give back, and view money as a tool to be used for a greater purpose.
Who We Are
Shepherd Financial is a fee-based financial planning and wealth management firm based in Woodstock, Ga. We believe that people want or need three things in life: to be heard, be understood, and feel safe.
Our Process
We know it’s not easy to make big decisions. We feel that choosing who you partner with to guide you and your family on your financial journey is one of those big decisions. With that in mind, we’ve created our process to try and take as much unknown and anxiety off the table as possible.