Personal CFO Services
Strategic financial oversight for individuals and families who want clarity, confidence, and a trusted partner to steward their wealth.
Start a ConversationWhat We Do
Optimize your personal and business cash flow with structured systems that give you clarity on where every dollar goes.
Build a financial roadmap aligned with your values and long-term goals. We help you see the full picture and plan accordingly.
Safeguard what you've built through proper entity structuring, risk management, and coordination with your professional advisors.
Our Philosophy
"True wealth is measured not just in assets, but in clarity, peace of mind, and the freedom to live intentionally."
Shepherd Advisory exists to bring order to financial complexity. We believe everyone deserves a trusted guide—someone in their corner who sees the full picture and helps them make decisions with confidence.
Get In Touch
Every engagement begins with a conversation. Reach out to discuss your situation and see if we're the right fit to work together.
jake@shepherdadvisoryllc.com