Business logo

Shepherd Financial Partners
1004 Main Street
Winchester, MA 01890
(781) 756-1804
Visit Shepherd Financial Partners

Weekdays 9 AM - 5 PM



Shepherd Financial Partners provides financial planning and investment management services to individuals, families and foundations on a fee only basis. We advise our clients as they progress through life's transitions, both the expected and the unexpected. We apply a defined analytic approach to each individual's retirement and estate planning needs. We have unique expertise and capabilities in planning for families of individuals with special needs and separation of assets in divorce. Whether a windfall or a set-back, our team will collaborate to provide you with the advice that you need.



Thinking about Siblings

July 18, 2014


By Patty Manko

sibsjourney resized 600Brothers and sisters share the longest relationships on earth.  However, sibs are often not thought of when we talk about future planning for individuals with disabilities. 

SibsJourney held their annual conference for young adult siblings at Brandeis University over the June 20-22 weekend. The three young women who founded SibsJourney, Renee, Claire and Ellie, did an amazing job of pulling it all together, from fundraising to organizing.  It was great that Don Meyer, the creator of Sibshops,...


By Patty Manko

Excerpts from 5 key issues to consider before you decide whether to tie the knot. by Elizabeth O'Brien

marrigae after 50 resized 600Marriage at any age involves practical considerations, but this holds especially true for older adults, because they’re likely to have built families, acquired assets and maybe developed a pre-existing medical condition or two.

More than one in three people ages 50 to 64 are divorced, widowed, separated, or never married, according to the Census Bureau. When these folks find love, a big question becomes,...


By Patty Manko

statehouse resized 600Yesterday, the Massachusetts General Court took a huge step forward in the realm of disability rights. The Senate approved S2245, Relative to assisting individuals with autism and other intellectual or developmental disabilities. To read the full text of the bill, click here

The bill still needs to be reconciled with the House version to become law.

The highlights of this bill:

  • makes the Special Commission Relative to Autism a permanent oversight body
  • creates special savings and expense accounts