Shepard Wealth Management Group is moving to Wells Fargo Advisors Financial Network (FiNet) – the independent business model of Wells Fargo & Company on March 1, 2024.
Our team will be a strategic team within FCS Private Wealth Management, a premier wealth management practice made up of boutique teams - our new name will be Shepard Wealth Advisors, LLC.
We believe our core values align directly with their team’s philosophy of trust, competence, and discretion. Partnering with FCS will open the door to expanding our investment capabilities, technology offerings, and professional staff that will greatly benefit you, our esteemed clients.
Everything we do revolves around you and this move allows us to enhance our services and provide you with even more comprehensive wealth management solutions to your unique needs and goals.
We believe wealth management should encompass all aspects of your financial life to help ensure that everything works together to build, grow, manage and protect your wealth.
Learn how our practice aims to provide a lower cost, tax-efficient investment approach that can help you navigate your wealth with clear intention.
In today’s uncertain world, it’s easy to question where you are and where you are going financially. Do you worry how market volatility may impact your future goals?
We can help. Shepard Wealth Management Group offers a complementary Second Opinion Service including a Risk Analysis & Portfolio Testing Review. Learn More
Margo Shepard is a CERTIFIED FINANCIAL PLANNERTM professional. To earn her CERTIFIED FINANCIAL PLANNERTM, Margo completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
As a CIMA® professional, Margo Shepard is one of a select group of professionals who have earned this internationally recognized credential. To earn her CIMA® certification, Margo completed an intensive educational program and final examination offered through the Wharton School of Business at the University of Pennsylvania covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement.
Margo Shepard was selected for the Forbes Best-in-State Wealth Advisors in Kansas for 2018, 2019, 2020, 2021 and 2022. The Forbes Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Margo Shepard was was selected as one of Forbes Top Women Wealth Advisors for 2020, 2021 and 2022. The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Margo has been recognized as one of the Barron's Top 100 Women Advisors in the country (years 2006 - 2022). She believes this level of recognition validates her commitment to building strong relationships with clients and helping implement strategies to help them achieve their goals. The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Margo has been a member of the firm's Platinum Council every year from 2010-2022. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER™ Board's initial and ongoing certification requirements.