Charles S Terry, CFP® Shepherd Wealth Partners

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About Charles S Terry, CFP®

Are your finances starting to become a larger burden than you want to carry by yourself? After working for over a decade at a large planning and wealth management firm, I started Shepherd so I could serve as a “personal CFO” for my clients.

I help navigate the challenges of investments and income taxes, and develop strategies for paying off debt, charitable giving, and passing down wealth to the next generation.

In addition to the technical challenges of wealth, I’m passionate about helping my clients navigate the relational, emotional and spiritual challenges as well. Many of my clients are Christians who are looking for an advisor who shares their worldview and convictions around money and faith.

I am a Certified Financial Planner ™ and have served as a Subject Matter Expert for the CFP Board of Examinations. In my free time I love to take road trips with my family in our RV, watch college basketball (Go Heels!), and try new recipes in the kitchen.

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Recently Published

Hidden in Plain Sight

August 30, 2022

It’s not unusual for me to misplace things, which is why God gave me Amy as my wife.  She always seems to have a sixth sense of where my car keys are and she’s got a great memory for the little things.  Which is why it was so odd yesterday when she was panicked over […]

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Don’t Forget Your Helmet

May 9, 2022

2022 has been pretty brutal to the markets, with the S&P down over 14% and the bond market down 10.35%!  It’s bad enough when stocks are falling precipitously, but adding bonds to the mix and sprinkling some severe inflation on top has left this year feeling like a total gut punch. We all felt that […]

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Anything But Certain

January 24, 2022

I haven’t watched a ton of football games this year, but I did manage to catch the instant classic between the Buffalo Bills and Kansas City Chiefs last night.  It was a great back-and-forth game throughout, but really turned up the heat in the 4th quarter.  If you can believe it, both teams managed to […]

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Ideal Clients

  • Baby Boomers
  • Christian Faith Based
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $400
  • Hourly Fee: $200
  • Flat Fee: $1,200
  • AUM: 1%

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