Explore Financial Advisors Serving Matthews, NC

Shepherd Wealth Partners provides comprehensive financial advisory services that integrate Biblical principles with modern wealth management strategies. Specializing in personalized portfolio construction, tax optimization, and biblically responsible investing, we help clients align their financial goals with their faith values. Our fee-only advisory model emphasizes transparency and ethical stewardship.

Tassel Capital is a fee-only financial advisory firm specializing in comprehensive financial planning and investment management. We help clients achieve long-term goals through personalized strategies focused on retirement planning, portfolio optimization, and tax-efficient wealth management. As fiduciaries since 2002, we prioritize client interests with transparent fee structures and evidence-based investment approaches.