SHEPHERD WEALTH ADVISORY

Shepherd Wealth Advisory offers a suite of financial services aimed at providing businesses and individuals with the help they deserve... Shepherd Wealth Advisory began in 2019 and is designed to service the needs of individual investors and businesses. Today, we lend our experience in wealth management, financial planning, estate planning, and retirement services to a variety of clientele across the region. Because we are independent, we are able to provide flexible solutions to our clients due to our access to a variety of financial institutions products and services... As shepherds for our clients, we promise to steer you in the right direction, keep you on track, and help build a better future for you and your family.

Primary location: Edmond United States