Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first.

Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities.
The financial consultants at Shepherd Financial Partners are registered representatives with and
securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA
and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial
consultants affiliated with Shepherd Financial Partners are registered to do business, please
visit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Shepherd Financial Partners

The office at 1004 Main St. primarily focuses on wealth management and financial advisory services.

1004 Main St.

R Mark Shepherd

This department focuses on managing client relationships and ensuring operational efficiency in service delivery.

Client Services

This department specializes in providing financial planning and advisory services to clients.

Financial Planning

This department provides financial advisory services, including investment management and planning for clients' wealth.

Wealth Management

This department focuses on identifying growth opportunities, building partnerships, and driving revenue generation.

Business Development

This department focuses on strategic oversight, decision-making, and guiding the overall direction of the organization.

Shepherd Financial Partners

Org chart

Teams

Client Services

Financial Planning

Wealth Management

Business Development

Executive Leadership

Offices

Shepherd Financial Partners

Org chart

Teams

Client Services

Financial Planning

Wealth Management

Business Development

Executive Leadership

Offices

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