Live and Dream.

We’ll Guide and Protect.

We do money so you can do life.

The purpose of money should follow the purpose of life. We help people build and maintain wealth so they can live the life they want, and be who they truly are. Our mission is to simplify and synchronize your finances so you can enjoy a robust life that’s filled with what you value most. As a shepherd for your wealth, we’ll be there to guide each step you take towards your most fulfilling life and keep you protected while you enjoy it.

A comprehensive financial plan coupled with intelligent investing is the best path to prosperity.

A holistic financial plan can help you with:

Cash & Debt Management
Education Funding / Loans
Efficient Charitable Giving

Retirement Planning
Insurance Planning
Tax Reduction

Investment Management
Estate Planning
Business Planning

A holistic financial plan can help you with:

Cash & Debt Management
Education Funding / Loans
Efficient Charitable Giving
RETIREMENT PLANNING
Insurance Planning
Tax Reduction
Investment Management
Estate Planning
Business Planning

We can help take the fear out of investing.

You get one chance to get retirement right. We’ll keep your portfolio optimized and aligned to your comfort level, helping you invest fearlessly whether you prefer an active or buy-and-hold approach. We utilize the latest technology to construct, adjust, stress test and project your portfolio and future income.

Free Portfolio Risk Analysis

McCabe Strothmann AAMS, CLTC

Shepherd Wealth Advisors is a virtual-first firm I founded in 2019, supported by a wonderful team at J.W. Cole Financial, to help others reach their full potential without the typical geographical boundaries. I manage portfolios personally, rather than outsourcing, and strive to protect my clients during catastrophic markets. Since I’m committed to keeping a limited clientele it allows me to create genuine tailored strategies that help others build and protect their wealth while providing the highest level of dedicated service.

Schedule a free initial consultation

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. J.W. Cole Financial Representatives do no accept orders and/or instructions regarding your account by email, voicemail, fax or any alternative method.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWCF), member FINRA/SIPC.

Shepherd Wealth Advisors and JWCF/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.