Company Information

Get to know Shepherd Wealth & Retirement

Shepherd Wealth & Retirement is an independent Registered Investment Adviser (RIA) based in Atlanta, Georgia. The firm operates under a fiduciary standard, legally and ethically obligated to act in their clients' best interests. They offer comprehensive financial services including personalized financial planning, investment management, retirement planning, and estate planning strategies. Their mission is to provide objective, tailored financial guidance to help individuals and families navigate their financial journey and achieve their long-term goals with clarity and confidence.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Shepherd Wealth & Retirement

United States

Founded in

1986 (40 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.