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    Shepherd Financial, Llc

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    Description

    • We believe in making a difference in employees' lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and the above firms are independent and non-affiliated.
    • location

      Headquarters: , Carmel, Indiana, United States

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    • Shepherd Financial, Llc phone

      Phone Number:

    • Shepherd Financial, Llc website

      Website:

    • Shepherd Financial, Llc employees

      Employees:11

    • Shepherd Financial, Llc revenue

      Revenue:$1 - 10M

    • Shepherd Financial, Llc legal name

      Legal Name:Shepherd Financial, Llc

    • Shepherd Financial, Llc's Social Media

      Shepherd Financial, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Partner for Shepherd Financial, Llc

    Steve Wylam

    Partner

    Person level website visitor identification

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    View Employees

    Steve Wylam

    Partner

    Tom Mayer

    Partner

    Alex Sylvester

    Partner

    Drew Denny

    Retirement Plan Business Leader And Partner

    Holly Willman

    Director - Creative And Strategic Operations

    Frequently Asked Questions regarding Shepherd Financial, Llc

    • What is Shepherd Financial, Llc's Revenue?

      Shepherd Financial, Llc's revenue is $1 - 10M

    • What is Shepherd Financial, Llc's NAICS code?

      Shepherd Financial, Llc's NAICS code is 523110

    • How many employees are working in Shepherd Financial, Llc

      Shepherd Financial, Llc has 11 employees

    • What is Shepherd Financial, Llc's Industry?

      Shepherd Financial, Llc is in the industry of Financial Services

    • Who is Shepherd Financial, Llc's Partner?

      Shepherd Financial, Llc's Partner is Steve Wylam

    • Who is Shepherd Financial, Llc's Partner?

      Shepherd Financial, Llc's Partner is Tom Mayer

    • Who is Shepherd Financial, Llc's Partner?

      Shepherd Financial, Llc's Partner is Alex Sylvester

    • Who is Shepherd Financial, Llc's Retirement Plan Business Leader And Partner?

      Shepherd Financial, Llc's Retirement Plan Business Leader And Partner is Drew Denny

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