Paul
Bourgeois
Shepherd Financial Partners, LLC
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About this Advisor
Paul Bourgeois is a certified financial planner operating in Winchester, Massachusetts with 8 years of industry experience. Bourgeois currently works for Shepherd Financial Partners, LLC. During their career, the advisor has held roles at Lpl Financial, LLC and Shepherd Financial Partners, LLC. Bourgeois has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Massachusetts and Texas. Shepherd Financial Partners, LLC is a registered investment company headquartered in Winchester, MA. It has offices in three locations and a total of 23 employees. It controls $799 million in assets under management among its 658 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 658 accounts, 32% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which service is offered. However, fee types charged by Shepherd Financial Partners, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shepherd Financial Partners, LLC Brokerage Details
$798,565,123
23
658
$1,213,625
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Paul Bourgeois Work History
Paul has been registered as a financial advisor for 8 years.*
Shepherd Financial Partners, LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Bourgeois to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shepherd Financial Partners, LLC
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
Winchester, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
