Our experience with Ryan has been very positive as we transitioned to him from someone else. Attentive to what we have going on currently and how that relates to our goals. Knowledgeable on a variety of topics I've asked about and more than willing to provide information so we can determine what is best for us.
May 2026
I was searching for a new Financial Advisory Team since my previous advisor retired. Shepherd Financial Advisors were recommended to me by a friend and since I live in Madison, I decided to interview them. I was impressed with the efficiency of the office and the length of time the advisor spent with me in person. For the first time, because of the planning software, I was able to better understand where and how my investments were being allocated. I would recommend Shepherd if someone wants honest, thorough, competent and personable advisors.
May 2026
I have known George Heathcote of Shepherd Financial Advisors for more than 25 years. He has provided excellent service to my estate planning clients as well as to me personally. George is professional, personable and always willing to help. He stays abreast of the current financial trends and advises his clients accordingly. I recommend George Heathcote, his associates and staff without reservation.
Our experience with Ryan has been very positive as we transitioned to him from someone else. Attentive to what we have going on currently and how that relates to our goals. Knowledgeable on a variety of topics I've asked about and more than willing to provide information so we can determine what is best for us.
I was searching for a new Financial Advisory Team since my previous advisor retired. Shepherd Financial Advisors were recommended to me by a friend and since I live in Madison, I decided to interview them. I was impressed with the efficiency of the office and the length of time the advisor spent with me in person. For the first time, because of the planning software, I was able to better understand where and how my investments were being allocated. I would recommend Shepherd if someone wants honest, thorough, competent and personable advisors.
I have known George Heathcote of Shepherd Financial Advisors for more than 25 years. He has provided excellent service to my estate planning clients as well as to me personally. George is professional, personable and always willing to help. He stays abreast of the current financial trends and advises his clients accordingly. I recommend George Heathcote, his associates and staff without reservation.