Welcome to Shepard & Associates, Inc.

SHEPARD & ASSOCIATES, Inc. was founded in 1992 and operates as an independent Registered Investment Advisor. Shepard & Associates provides professional, objective, investment management and financial planning services to individuals, businesses, and qualified plans. This mission is accomplished by providing our clients an independent analysis of their current financial situation and a customized solution that works today and into the future.

The principals of Shepard & Associates have extensive experience in all areas of financial consulting. We have experienced growth by conducting our business in a thoroughly professional manner while maintaining our integrity. Our extensive knowledge of financial planning assures that a wide range of techniques and strategies will be considered for your financial plan.

We have maintained long-term relationships because we have effectively dealt with and solved problems for our clients. Our educational credentials include such designations as Certified Financial PlannerTM and Certified Public AccountantTM.