Skip to content

Shepherd Wealth ManagementFinancial advisor in Florence, KY

Shepherd Wealth Management is a financial advisor at 73 Cavalier Blvd Ste 209, Florence, KY 41042, ranked #9 of 171 financial advisors in Florence and rated 5.0 from 15 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.

Florence, KYUpdated 0 paid placements in any rankingHow we rank

Call (513) 630-2664Website ↗

Key facts

Key facts about Shepherd Wealth Management
Address73 Cavalier Blvd Ste 209, Florence, KY 41042Get directions
Phone(513) 630-2664
Websiteshepherdwm.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Florence and 6 towns within 25 miles: Erlanger, Burlington, Independence, Covington, Newport and Fort Thomas.

Based in Florence, KYView on map

Opening hours

Opening hours for Shepherd Wealth Management
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Shepherd Wealth Management

How is Shepherd Wealth Management ranked in Florence?

Shepherd Wealth Management is ranked #9 of 171 financial advisors in Florence by RFA Score, with 72 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 Management’s hours?

Shepherd Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 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 Management serve?

Serves Florence and 6 towns within 25 miles: Erlanger, Burlington, Independence, Covington, Newport and Fort Thomas. 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 Management?

Shepherd Wealth Management has a rating of 5.0 from 15 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 Management?

Call Shepherd Wealth Management on (513) 630-2664. The business is at 73 Cavalier Blvd Ste 209, Florence, KY 41042. 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.

Own Shepherd Wealth Management? Claim this profile.

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

Claim this profile

Compare nearby financial advisors

Shepherd Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Shepherd Wealth Management (this business)—725.0 (15)NoNo
Carson Wealth (formerly Total Wealth Planning)#7725.0 (103)NoNo22.8 mi
Wurz Financial Services | Cincinnati Financial Planner#8725.0 (32)NoNo9.4 mi
Conservative Financial Solutions#10725.0 (66)NoNo18.4 mi

See all 171 ranked financial advisors in Florence