Shepherd Legacy Financial

Fort Wayne, Indiana

Call (260) 637-7900 Visit website →

About

Shepherd Legacy Financial is a family-owned firm in Fort Wayne, Indiana led by Scott and Jesse Shepherd, both financial advisors. The firm provides wealth management and retirement planning services, emphasizing a customized approach that begins with understanding each client's risk tolerance, time horizon, and financial objectives. The practice operates using a team-based methodology and takes a proactive stance toward developing strategies and monitoring progress toward client goals across investments, retirement, and related financial matters.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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