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

Do I Need a New Financial Plan?

June 22, 2020

Now that 2020 is officially the weirdest (and possibly hardest) year of our lives, it feels like it’s time to […]

The post Do I Need a New Financial Plan? appeared first on Shepherd Wealth Partners.

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The Good of Humanity

April 1, 2020

Have you ever seen Facebook be such an encouraging place?  Where has all of the political bashing, elitism, showing off […]

The post The Good of Humanity appeared first on Shepherd Wealth Partners.

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Welcome to Bear Country

March 12, 2020

The Dow officially entered a bear market (defined by a drop of 20% or more), and it looks as though […]

The post Welcome to Bear Country 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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