Which Financial Advisor Should You Choose in Matthews, NC?

Shepherd Wealth Partners provides faith-integrated financial advisory services including retirement planning, wealth management, and Biblically Responsible Investing. Our Christian financial advisors help clients align their financial strategies with Biblical principles while addressing technical, emotional, and relational aspects of wealth. We serve individuals and business owners in North and South Carolina through personalized, fiduciary-driven advisory solutions.

Tassel Capital provides comprehensive financial planning and investment management services to individuals and families. As a fiduciary fee-only firm, we prioritize client interests through personalized strategies for retirement, estate planning, and portfolio optimization. Our team of CFP professionals serves clients in North Carolina and virtually nationwide.