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Shepherd Wealth PartnersFinancial advisor in Charlotte, NC

Shepherd Wealth Partners is a financial advisor in Charlotte, NC, ranked #42 of 177 financial planners in Charlotte and rated 5.0 from 10 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 443-8455Website ↗

Key facts

Key facts about Shepherd Wealth Partners
Phone(704) 443-8455
Websiteshepherdwealthpartners.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Matthews, Stallings, Mint Hill, Indian Trail, Weddington, Harrisburg, Belmont, Mount Holly, Waxhaw, Huntersville and Monroe.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Shepherd Wealth Partners
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Shepherd Wealth Partners

How is Shepherd Wealth Partners ranked in Charlotte?

Shepherd Wealth Partners is ranked #42 of 177 financial planners in Charlotte by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Shepherd Wealth Partners’ hours?

Shepherd Wealth Partners is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Shepherd Wealth Partners serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Stallings, Mint Hill, Indian Trail, Weddington, Harrisburg, Belmont, Mount Holly, Waxhaw, Huntersville and Monroe. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Shepherd Wealth Partners?

Shepherd Wealth Partners has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Shepherd Wealth Partners?

Call Shepherd Wealth Partners on (704) 443-8455. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Shepherd Wealth Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Shepherd Wealth Partners (this business)—665.0 (10)NoNo
Legacy Wealth Founders#19665.0 (11)YesNo5.0 mi
RB WEALTH PARTNERS#20665.0 (28)YesNo20.6 mi
The Wealth Guardians#22664.6 (13)NoNo7.9 mi

See all 177 ranked financial planners in Charlotte