Shepherd Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

73 Cavalier Blvd Ste 209, Florence, Kent...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Shepherd Wealth Management

Shepherd Wealth Management provides trusted financial guidance focused on helping individuals and families grow, preserve, and steward their wealth through personalized investment strategies and holistic financial planning. Their services include investment management, financial planning, tax strategies, and estate planning, all designed to empower clients to achieve financial security and prosperity. The company emphasizes a culture of excellence and community involvement, ensuring clients receive regular communication and support. With a commitment to integrity and faith, Shepherd Wealth Management aims to deliver tailored financial solutions that meet the unique needs of each client.Explore more
Shepherd Wealth Management's Social MediaPopular SearchesShepherd Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Shepherd Wealth Management Org Chart

JG
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Chief Executive Officer

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President & Financial Advisor

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JA
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President

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BJ
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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shepherd Wealth Managemen...

<$5M
1-10
Private
-
2021
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2014
MM
Matthew McMahanPartner, President, Regulatory Contact
<$5M
1-10
Private
-
2022
CB
Chelsea BaileyDirector, Tax & Accounting Services
<$5M
1-10
Private
-
2021
JM
Jason McConnaughayManager, Operations
<$5M
1-10
Private
-
2019
KF
Kent FisherFounder & Manager, Private Wealth
<$5M
1-10
Private
-
2017
HB
Hilary BelerClient Services Coordinator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shepherd Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shepherd Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shepherd Wealth Management.

Shepherd Wealth Management Tech Stack

A closer look at the technologies used by Shepherd Wealth Management

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Frequently Asked Questions Regarding Shepherd Wealth Management

What is Shepherd Wealth Management's official website?
Shepherd Wealth Management's official website is www.shepherdwm.com
What is Shepherd Wealth Management's Revenue?
Shepherd Wealth Management's revenue is <$5 Million
What is Shepherd Wealth Management's SIC code?
Shepherd Wealth Management's SIC: 62,628
What is Shepherd Wealth Management's NAICS code?
Shepherd Wealth Management's NAICS: 52,523
How many employees does Shepherd Wealth Management have?
Shepherd Wealth Management has 1-10 employees
What industry does Shepherd Wealth Management belong to?
Shepherd Wealth Management is in the industry of: Finance, Securities Trading
What is Shepherd Wealth Management competition?
Shepherd Wealth Management top competitors include: Dogwood Wealth Management, Optimal Wealth Strategies, Southern Investment Management Collective, Two Rivers Wealth Management
What technology does Shepherd Wealth Management use?
Some of the popular technologies that Shepherd Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Wix
What does Shepherd Wealth Management do?

Shepherd Wealth Management provides trusted financial guidance focused on helping individuals and families grow, preserve, and steward their wealth through personalized investment strategies and holistic financial planning. Their services include investment management, financial planning, tax strategies, and estate planning, all designed to empower... clients to achieve financial security and prosperity. The company emphasizes a culture of excellence and community involvement, ensuring clients receive regular communication and support. With a commitment to integrity and faith, Shepherd Wealth Management aims to deliver tailored financial solutions that meet the unique needs of each client.Read More

What are Shepherd Wealth Management social media links?
Shepherd Wealth Management Linkedin page
Is Shepherd Wealth Management a public company?
Shepherd Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Shepherd Wealth Management

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