Company intelligence
Shepherd Financial, LLC
Retirement plan consulting | Wealth management
About Shepherd Financial, LLC
At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind. Better financial decisions start with a clear understanding of what matters most to you. We build strategies around your priorities, and the realities you’re navigating. For employers, we sit alongside you to design and support retirement plans in a way that lightens the load for your team and prepares your employees for what’s ahead. For individuals and families, we help connect financial decisions to real life, so your plan reflects not just what you want to build, but how you want to live. Across everything we do, it’s our people who make the difference, bringing care and intention to every relationship. Meet the team behind Shepherd. 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.
Verified activity
Signals from Shepherd Financial, LLC
5 published signals
Research & Knowledge
Shepherd Financial, LLC conducted an unofficial poll at HR Florida 2026 to gauge employee engagement, retirement readiness, and fiduciary/administration areas, with results showing Employee Engagement as the clear winner at 13% online vs 51% conference, Retirement Readiness at 50% online vs 35% conference, and Fiduciary/Admin at 38% online vs 15% conference.
Reported by Brea Dantin, CPFA®
Presence & Recognition
Shepherd Financial, LLC spent a few hours giving back to the Humane Society for Hamilton County by cleaning litter boxes, travel crates, packaging food for the dogs and cats, and providing a behind-the-scenes tour.
Reported by Shepherd Financial, LLC
Presence & Recognition
Shepherd Financial, LLC delivered treats and checked in with clients about their retirement plans on National 401(k) Day on September 10.
Reported by Shepherd Financial, LLC
Presence & Recognition
Shepherd Financial, LLC and Shepherd Insurance are represented by Brea Dantin, CPFA® and Jared Nash M.S. at the HR Florida Conference and Expo by SHRM Florida.
Reported by Shepherd Financial, LLC
Presence & Recognition
Shepherd Financial, LLC is in Florida and ready to serve at the Day 1 HR Florida 2026 event.
Reported by Brea Dantin, CPFA®