Welcome to Shepherd Financial

Our Priorities

1) Protect

We help our people protect their life savings from risk and market volatility to make retirement a smooth sail

2) Reduce

We can uncover and reduce or eliminate unnecessary fees that can send your account backwards.  

3) Compete

We work to give our people the opportunity to get returns that can compete with best-in-class financial products

Contact Us

Drop us a line!

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Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

Shepherd Financial

45 Swift St, South Burlington, VT 05403

(802) 448-0737


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed