# Shepherd Wealth Partners

Shepherd Wealth Partners is a Bank / Wealth / Trust based in Waxhaw, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Waxhaw, United States
- **Region:** North America
- **Address:** Waxhaw, NC, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** shepherdwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/shepherdwealthpartners

## Regulatory record

- **CRD number:** 288920
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288920

## About

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. 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.

## Sectors

- Financial Services

## Questions

### What does Biblically Responsible Investing mean in Shepherd Wealth Partners' process?

The firm screens out companies whose business activities conflict with Scriptural principles, though it does not publish the specific exclusion list. The BRI screen functions as a firm-level commitment, not a standalone product, and is applied alongside traditional financial-planning and tax-strategy work. Clients who do not require a faith-based screen can still access the firm's standard wealth management and financial planning services.

### Is Shepherd Wealth Partners a fee-only or commission-based advisor?

The firm identifies itself as fee-only, meaning it does not accept commissions, referral fees, or revenue-sharing from product providers. Compensation comes directly from client advisory fees, which aligns the firm's incentives with client outcomes rather than product sales.

### Does Shepherd Wealth Partners manage assets on a discretionary basis?

Yes. The firm provides discretionary portfolio management as part of its wealth management service, constructing and rebalancing portfolios based on the client's financial plan and, where requested, BRI criteria. Financial planning and investment management are offered as integrated services.

### What types of clients does Shepherd Wealth Partners serve?

According to its regulatory disclosures and website, the firm serves individuals, high-net-worth individuals, and charitable organizations. It does not specify minimum account sizes publicly, but its marketing language targets clients who want their faith integrated into financial decisions.

### How is the firm’s faith-based mandate governed?

The firm does not disclose a formal board, pastoral advisory council, or external doctrinal oversight body. Its website states that counsel is 'rooted in Scripture' and that it implements Biblical financial principles, placing responsibility for the screen's application with the firm's own investment committee and advisors.

## Related profiles

- [Shepherd Ventures](https://altss.com/profile/shepherd-ventures)
- [Shepherd Wealth & Retirement](https://altss.com/profile/shepherd-wealth-retirement)

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Last updated: 2026-08-11T02:43:31.692Z

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