Charles S Terry, CFP® Shepherd Wealth Partners
- 3122 Fincher Farm Rd, Ste 100-563 , Matthews, NC 28105
- (704) 443-8455
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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- Baby Boomers
- Christian Faith Based
- Investment Planning & Management
- Retirement Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Quarterly Fee: $400
- Hourly Fee: $200
- Flat Fee: $1,200
- AUM: 1%
- North Carolina
- South Carolina