Shepherd Financial Advisors Revenue

Financial Services • Madison, Wisconsin, United States • 1-10 Employees

Shepherd Financial Advisors revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Shepherd Financial Advisors

Ryan Bell

Co-Founder and Investment Advisor Representative

Company overview

Headquarters	5555 Odana Rd, Suite 104, Madison, Wisconsin 53719, US
Phone number	+16082004991
Website	shepherdfinancialadvisors.com
NAICS	52
Keywords	Investment, Retirement, Wealthmanagement, Financialplanning, Financialfreedom, Retirementplanning, Investmentmanagement, Financialindependence, Financialadvisor, Legacyplanning, 401Kplanning, Holisticfinancialplanning, Medicaidplanning, Techfinance, Trustplanning
Founded	2022
Employees	1-10
Socials

Shepherd Financial Advisors Email Formats

Shepherd Financial Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@shepherdfinancialadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@shepherdfinancialadvisors.com	100%

About Shepherd Financial Advisors

We are independent financial advisors based in Madison, WI. We are passionate about making sure our clients are educated and set up properly with all things finances, not just their investment portfolios. Utilizing the top technology available, we build out comprehensive financial plans so our clients can have confidence about their future. Our tagline is "Deep Roots, Guided Growth, and Lasting Legacy" because it highlights the three stages of a financial plan that we lead our clients through. Our logo is based on the Shepherd tree in Africa, not known to many - but it has the deepest roots of any tree. The foundation to a solid plan starts with clarity on your vision and values - your why - and once we have those roots in place, then we can grow together. Visit https://www.shepherdfinancialadvisors.com/ to learn more! Address: 5555 Odana Road Suite 104 Madison, WI 53719 T: (608) 234-5734 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA /SIPC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Shepherd Financial Advisors has never raised funding before.

Shepherd Financial Advisors Tech Stack

Discover the technologies and tools that power Shepherd Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

Datadog

Analytics

Frequently asked questions

Shepherd Financial Advisors is located in Madison, Wisconsin, US.

You can reach Shepherd Financial Advisors at +16082004991.

Shepherd Financial Advisors generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Shepherd Financial Advisors has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Shepherd Financial Advisors was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Shepherd Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Shepherd Financial Advisors

Ryan Bell

Co-Founder and Investment Advisor Representative

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