Connect with Top-Rated Financial Planners in Matthews!

Shepherd Wealth Partners is a financial advisory firm dedicated to honoring God by guiding clients to align better and live out their faith through finances. As Christian financial advisors, we offer comprehensive financial planning and investment management, building personalized financial portfolios and implementing Biblical principles of finance to help clients live a life of faithful stewardship. Our goal is to help you grow and manage your wealth from a Biblical perspective and to achieve your retirement and other financial dreams. We provide practical solutions to complex financial issues, including portfolio construction, tax-reduction strategies, and answering the big questions such as "How much is enough?"

Tassel Capital offers comprehensive financial planning, investment management, and custom planning services to individuals in the Matthews, NC area and beyond. With over two decades of experience, the team provides personalized guidance and support to help clients achieve their financial goals. Clients can expect expert advice on portfolio risk, retirement, tax reduction, estate planning, and more. The firm also offers virtual or remote services to clients in over 18 states. The team is committed to working in their clients' best interests, acting as a fiduciary and providing transparent fee-only services.