Brian Davies
Shepherd Financial Partners
1004 Main Street
Winchester, MA 01890
7817561804
About Shepherd Financial Partners
Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was born of a passion serving clients through their most difficult transitions. We understand that life is complex and ever-evolving. We believe your wealth management strategy should be just as dynamic.
Mark saw value in taking a more strategic whole-team approach to work with clients. He assembled an experienced team comprised of seasoned managers who bring different experiences, skills, and insights to the table. This holistic methodology provides a personalized, in-depth, and more productive relationship. Clients are always encouraged to engage, get answers to their most pressing questions, and find the right type of counsel for any situation. We manage your entire financial picture investment management, insurance, estate planning, tax planning, wealth transition, and more.
See Disclosures
General Information
Firm Start Year
CRD#
6957563
Firm CRD#
169093
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
MA
Years of Experience in Financial Services
25
Number of Years with Current Firm
6
Work Experience
Brian has worked the past six and half years as CIO for Shepherd Financial Partners helping manage investment portfolios for all the firm's clients. He is part of a team of Advisors that provide holistic wealth management and financial planning. The firm currently manages $1.2 billion in assets on behalf individuals, families, businesses and non-profits. Prior to joining Shepherd, Brian as a portfolio manager at a boutique asset management is Boston for over 15-years.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFA®, MBA
Securities Licenses
Series 7, Series 63
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
500K+
Compensation Methods
Based on Assets
Fee % Based on Assets
1.0
Education
MBA -
Suffolk University
01/01/1998 -5/1/2002
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892678/rothira-Shepherd-Financial-Partners-detailed-disclosure.html