Shepherd Financial Advisors

Nov 2023

I switched from another financial advisory firm to Shepherd Financial about 2 years ago. Ryan Bell and George Heathcote took the time to understand my needs, and not only put together an excellent plan for me, but facilitate the transfer of my investments. We meet regularly to review how things are going and make adjustments, and Ryan is super good about explaining his recommendations and answering any questions I have. If you're looking for personalized and professional financial planning, you've come to the right place!

Oct 2023

My husband and I have used Ryan as our financial advisor for approximately 3+ years. He is very professional, and takes the time to build a relationship with you and your family, so he can better serve your financial needs. His attention to detail and communication is outstanding! We highly recommend Ryan and Shepherd Financial Advisors!

Aug 2023

My wife and I have known George personally for about 10 years.George and his team are an invaluable resource for our growing family. If anyone is wondering about their finances and future, you can trust George and his team. Recently he founded their firm, to better serve and have more options for his clients. As an independent business owner I greatly appreciate this, as you really do get the best products paired with all of his expertise. Professionally he is very prompt, organized, detailed, and you can tell he really cares about helping on any level. His knowledge is wise, tested and instinctual. Through the years I always enjoy talking with George and he naturally...read full review