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Mark Shepherd

Mark Shepherd

Mark Shepherd CFP®, CFDA®, AIF®

Mark Shepherd has provided financial counsel with care and commitment to individuals, families, foundations and businesses for more than two decades. As the Founder and Principal of Shepherd Financial Partners, his mission is to empower his clients to grow, preserve and transition their wealth to the next generation.

Mark is a leader and advocate of innovative strategies for retirement planning and is a national speaker on 401(k) participant education and fiduciary best practices.

Mark’s personal credo is “Live to Give”. He is a board member and volunteer for several non-profit organizations.
Founder & Principal, Shepherd Financial Partners

Mark has provided financial counsel with care and commitment to individuals, families, foundations and businesses for more than two decades. As the Founder and Principal of Shepherd Financial Partners, his mission is to empower his clients to grow, preserve and transition their wealth to the next generation.

Mark began his career as a tax consultant and  accountant with KPMG Peat Marwick Main and then as a financial advisor with IDS/American Express.  He became an independent financial advisor in 1988 and has earned his Certified Financial Planner™, Certified Divorce Financial Planner and Accredited Investment Fiduciary™ designations, as well as being a licensed insurance agent and Registered Principal with LPL Financial.

Mark attended Worcester State College and University of Colorado at Boulder, where he earned a BS in Business Administration with a concentration in Accounting.Mark is a leader and advocate of innovative strategies for retirement planning and is a national speaker on 401(k) participant education and fiduciary best practices.

Mark’s personal credo is “Live to Give”. He is a board member and volunteer for AbilityPlus, an adaptive sports program for individuals with disabilities and for Gulf Coast Volunteers for the Long Haul, an organization continuing their commitment to recovery work on the Gulf coast.

Contact Info:
R Mark Shepherd, CFP®, CFDA®, AIF®
Founder & Principal, Shepherd Financial Partners
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