Shepherd Wealth Partners

Shepherd Wealth Partners

Founding in 2017 established Shepherd Wealth Partners as a registered investment adviser serving individuals, high-net-worth families, and charitable organizations from Waxhaw, North Carolina. The firm operates as a fee-only planner, which eliminates commission-driven conflicts, and positions its entire advisory process around three pillars: technical expertise, personal relationships, and a Biblical perspective. Its website states plainly that counsel is rooted in Scripture, a posture that governs both client selection and portfolio design. The strategy blends financial planning with discretionary investment management. The firm constructs portfolios directly for clients, emphasizing tax-reduction strategies and retirement-income planning alongside wealth accumulation. Its differentiator is the Biblically Responsible Investing screen, which the firm applies to exclude securities whose business activities conflict with its faith-based criteria. While the firm does not publicly disclose specific excluded sectors, its marketing frames BRI as a core service line alongside standard wealth management, suggesting a dual-track offering where client convictions determine the screening intensity. No specific portfolio holdings or co-investor names are publicly available. The firm is headquartered in Waxhaw and discloses no additional offices. Team size and total assets under management remain undisclosed. Shepherd Wealth Partners maintains a client login portal and publishes a blog covering charitable-giving evaluation, intergenerational Biblical money principles, and tax-aware retirement planning. No adjacent vehicles — such as a philanthropic foundation or donor-advised fund — are named, though the firm explicitly serves charitable organizations. Shepherd's structural distinction is its explicit theological framing of fiduciary duty. Unlike most RIAs that treat ESG or values-based investing as an opt-in sleeve, Shepherd integrates Biblically Responsible Investing as a firm-level posture, making it a gatekeeper rather than a product provider. The model appeals to a narrow but durable client segment — Christians seeking an advisor whose investment philosophy is doctrinally consistent with their own — and creates a natural barrier against commoditization by generalist wealth managers.