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

When Should I Redo My Will?

June 10, 2019

I’m going to start this post by assuming that you do, in fact, have a will in place.  If not, […]

The post When Should I Redo My Will? appeared first on Shepherd Wealth Partners.

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How Do I Keep Track of All My Passwords!?

May 24, 2019

“Please create a password that contains exactly 27 characters, 1/7th of which should be upper-case, including 5 unique special characters […]

The post How Do I Keep Track of All My Passwords!? appeared first on Shepherd Wealth Partners.

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The Graciousness of Uncertainty

May 7, 2019

As a financial planner, certainty is something that is often sought but rarely achieved.  “Do I have enough to retire?” […]

The post The Graciousness of Uncertainty 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%

SEC Records

States Registered

  • North Carolina
  • South Carolina

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