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

Having the Financial “Talk” With Your Parents

October 17, 2019

In the house I grew up in, we had the “Florida Room”, our screened porch converted into second den where […]

The post Having the Financial “Talk” With Your Parents appeared first on Shepherd Wealth Partners.

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You May Be Accidentally Investing In Cigarette (and other) Companies

September 30, 2019

Last week, TED Talks Daily Podcast posted a fantastic talk on the unintentional ways we sometimes invest through our IRAs […]

The post You May Be Accidentally Investing In Cigarette (and other) Companies appeared first on Shepherd Wealth Partners.

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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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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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