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

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%!  […]

The post Don’t Forget Your Helmet appeared first on Shepherd Wealth Partners.

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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 post Anything But Certain appeared first on Shepherd Wealth Partners.

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Deciding Never To Punt

May 10, 2021

Kevin Kelley, who was recently hired by Presbyterian College, has been known as the high school football coach who never […]

The post Deciding Never To Punt appeared first on Shepherd Wealth Partners.

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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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