Shepherd Financial Investment Advisory LLC

Retirement Plan Advisor

Carmel, IN

About Shepherd Financial Investment Advisory LLC

<p>Built around a fiduciary advisory model, Shepherd Financial Investment Advisory LLC works with retirement plan sponsors and individuals on long-term planning and investment oversight. Founded in 2015, the firm reported $5.5B in AUM as of 2026.</p> <p>Headquartered in Carmel in the Indianapolis metro, with an additional office in New Albany in the Louisville area, Shepherd Financial supports organizations across Indiana and nearby markets. Its retirement plan consulting work covers employee engagement, plan fiduciary support, and investment strategy reviews for employer-sponsored plans.</p> <p>On the personal and business side, the firm provides financial planning and wealth management, along with business planning that includes succession planning and key person protection. The team uses a collaborative style to align recommendations with each client’s goals and governance needs.</p> <p>What sets Shepherd Financial apart is the combination of retirement plan consulting and business planning services under one advisory firm, which can simplify coordination for closely held businesses with employer plans.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for retirement plan sponsors</li> <li>Fiduciary support and investment strategy reviews</li> <li>Employee engagement support tied to retirement plans</li> <li>Wealth management and financial planning</li> <li>Business planning, including succession planning and key person protection</li> </ul>

Website: https://www.shepherdfin.com/

Founded: 2015

Office Locations

  • Carmel, IN (Headquarters)
  • New Albany, IN

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $5.5B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
THE ELANCO US, INC. 401(K) PLANELANCO US, INC., IN$677M3,006
RED GOLD, INC. 401(K) PROFIT SHARING PLANRED GOLD, INC., IN$162M1,502
LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANLIPSCOMB UNIVERSITY, TN$152M1,231
ERMCO, INC. EMPLOYEE STOCK OWNERSHIP PLANERMCO, INC., IN$147M121
CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLANCENTERSTONE OF AMERICA, INC., TN$121M4,133
EMPLOYEES' SAVINGS PLAN OF BECK'S SUPERIOR HYBRIDS, INC.BECK'S SUPERIOR HYBRIDS, INC., IN$109M1,061
ROSE ACRE FARMS EMPLOYEES' 401(K) PLANROSE ACRE FARMS, INC., IN$100M2,801
CIT TRUCKS RETIREMENT READINESS PLANCIT TRUCKS, LLC, IL$57M893
HURCO COMPANIES INC. 401(K) RETIREMENT PLANHURCO COMPANIES, INC., IN$51M194
SEVEN COUNTIES SERVICES RETIREMENT SAVINGS PLANSEVEN COUNTIES SERVICES, KY$51M1,470
SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLANSELECTRANSPORTATION RESOURCES, L.L.C., TX$45M540
WILHELM CONSTRUCTION, INC. 401(K) PLANWILHELM CONSTRUCTION, INC., IN$43M638
ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLANELWOOD STAFFING SERVICES, INC., IN$35M13,000
RATIO STATES, LLC 401(K) PLANRATIO STATES, LLC, IN$35M215
VOSS INDUSTRIES 401(K) RETIREMENT PLANPGP CORPORATION, MI$31M238
ADVANCED TURF SOLUTIONS 401(K) PLANADVANCED TURF SOLUTIONS, INC, IN$30M354
SHEPHERD POOLED EMPLOYER PLANSTANDARD RETIREMENT SERVICES, INC., OR$30M2,048
SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLANSCHMIDT ASSOCIATES INC., IN$26M132
PROTRANS INTERNATIONAL, LLC 401(K) PLANPROTRANS INTERNATIONAL, LLC, IN$24M685
KPG CORP. 401(K) RETIREMENT PLANKPG CORP., IN$23M737

Showing top 20 of 63 plans serviced in 2024.

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