Shepherd Financial Partners
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
1004 Main St, Winchester, Massachusetts,...Phone Number
(781) 756-1804Revenue
$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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2
About Shepherd Financial Partners
Shepherd Financial Partners specializes in providing comprehensive financial services including financial planning, private wealth management, asset management, and strategic tax planning. The firm caters to a diverse clientele, including multigenerational families, business owners, individuals approaching retirement, and nonprofit organizations. With a focus on tailored solutions, they aim to align their services with each client's unique goals and values. Established in 1988, Shepherd Financial is dedicated to optimizing financial well-being through proactive communication and a consultative approach.Explore more
Shepherd Financial Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Shepherd Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Shepherd Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shepherd Financial Partners.
Shepherd Financial Partners financials insights
Gather financial insights about Shepherd Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
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Shepherd Financial Partners specializes in providing comprehensive financial services including financial planning, private wealth management, asset management, and strategic tax planning. The firm caters to a diverse clientele, including multigenerational families, business owners, individuals approaching retirement, and nonprofit organizations. W... Read More
