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Shepherd Financial AdvisorsFinancial advisor in Madison, WI

Shepherd Financial Advisors is a financial advisor at 2909 Landmark Pl Ste 110, Madison, WI 53713, ranked #11 of 118 financial advisors in Madison and rated 5.0 from 29 Google reviews.

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.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Shepherd Financial Advisors
Address2909 Landmark Pl Ste 110, Madison, WI 53713Get directions
Phone(608) 234-5734
Websiteshepherdfinancialadvisors.com
Google rating5.0 from 29 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Madison and 7 towns within 25 miles: Fitchburg, Middleton, Verona, Oregon, Waunakee, Stoughton and Sun Prairie.

Based in Madison, WIView on map

Questions about Shepherd Financial Advisors

How is Shepherd Financial Advisors ranked in Madison?

Shepherd Financial Advisors is ranked #11 of 118 financial advisors in Madison by RFA Score, with 71 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 areas does Shepherd Financial Advisors serve?

Serves Madison and 7 towns within 25 miles: Fitchburg, Middleton, Verona, Oregon, Waunakee, Stoughton and Sun Prairie. 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 Financial Advisors?

Shepherd Financial Advisors has a rating of 5.0 from 29 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 Financial Advisors?

Call Shepherd Financial Advisors on (608) 234-5734. The business is at 2909 Landmark Pl Ste 110, Madison, WI 53713. 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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Compare nearby financial advisors

Shepherd Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Shepherd Financial Advisors (this business)—715.0 (29)——
WEA Member Benefits#9714.4 (115)NoNo2.9 mi
Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC#10715.0 (52)NoNo2.1 mi
Allison O'Connor - Private Wealth Advisor, Ameriprise Financial Services, LLC#12705.0 (26)——0.3 mi

See all 118 ranked financial advisors in Madison