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Shepherd Financial Partners Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Shepherd Financial Partners is an independent, full-service financial and wealth management practice based in Winchester, Massachusetts. It provides comprehensive financial planning and investment guidance within a personal, long-term relationship framework. The firm emphasizes mutual trust, clear communication, and ethical conduct, prioritizing clients' needs as their goals evolve.

As a small to mid-sized independent practice, Shepherd Financial Partners provides financial planning and investment advice through Shepherd Financial Partners, LLC, a registered investment adviser. Securities are offered through LPL Financial, member FINRA/SIPC, and the two entities operate separately. The financial consultants at Shepherd Financial Partners are registered representatives with LPL Financial.

Find Shepherd Financial Partners employees' phone numbers or email addresses

Shepherd Financial Partners Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Shepherd Financial Partners's Leadership

  • Stylized image of a person
    J. L.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    P. B. C.
    Wealth Advisor, Cfp®
    Mobile Phone

Shepherd Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business Development
  • Sales
  • Accounting
  • Other
  • Administrative

Contact profiles from Shepherd Financial Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. L.
    Chief Operating Officer
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    P. B. C.
    Wealth Advisor, Cfp®
    Mobile Phone
    Jul 25, 2024

Frequently Asked Questions

What is Shepherd Financial Partners known for?

Minus sign iconPlus sign iconShepherd Financial Partners was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-781-756-****
. Explore Shepherd Financial Partners's company overview page for more information.

What is Shepherd Financial Partners's most common email format?

Minus sign iconPlus sign iconShepherd Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shepherd Financial Partners email formats with LeadIQ.

How many employees does Shepherd Financial Partners have currently?

Minus sign iconPlus sign iconShepherd Financial Partners has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Shepherd Financial Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Shepherd Financial Partners's key employees include:

  • Chief Operating Officer: J. L.
  • Wealth Advisor, Cfp®: P. B. C.

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