About shepard Financial: Integrated Financial Planning

Clarity and Confidence at
Every Stage of Your Financial Journey

Rooted in Coastal Maine, serving clients nationwide.

At shepard FINANCIAL, we take the time to understand what matters most to you—providing clear guidance and disciplined investment management built around your goals. We believe wealth extends beyond account balances. Our work is to help clients prosper across life’s essential currencies, creating the freedom, wellbeing, and confidence to live fully—today and over time.

CFP®

CERTIFIED FINANCIAL PLANNER^® professionals meet rigorous education, training and ethical standards, and commit to CFP Board to serve their clients’ best interests.

CSRIC®

The Chartered SRI Counselor™ is a professional designation for financial advisors focusing on Sustainable, Responsible, and Impact (SRI) investing, which incorporates environmental, social, and governance (ESG) factors.