We’ll make financial and investment recommendations with your best interest at heart.
Our Commitment
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Margo Shepard, CFP®, CIMA® - Managing Partner is honored to be recognized as an award winner:
Barron's Top 100 Independent Advisors - 20251
Forbes Best-in-State Wealth Management Teams - 20252
Forbes Top Women Wealth Advisors - 2020, 2021, 20253
Forbes Top Women Wealth Advisors Best-in-State - 2022 - 20264
The AdvisorHub Advisors to Watch - 50 Women Advisors 20235
2026 AdvisorHub 200 Women Advisors to Watch6
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The team at Shepard Wealth Advisors is proud to be recognized as:
Forbes Top Wealth Management Teams Private Wealth - 2024 and 20257
These awards are a reflection of the trust our clients have placed in us over the years.
2025 Barron's Top 100 Independent Advisors1
2025 Barron’s Top 100 Independent Advisors: Awarded September 2025; Data Compiled by Barron's based on the time period from July 2024 - June 2025 (Source: Barrons.com). View additional disclosures
2025 Forbes Best-in-State Wealth Management Teams2
Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View additional disclosures
2025 Forbes Top Women Wealth Advisors3
Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). View additional disclosures
2026 Forbes Top Women Wealth Advisors Best-in-State4
Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). View additional disclosures
The AdvisorHub 2023 Advisors to Watch5
The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Women Advisors ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch.
2026 AdvisorHub 200 Women Advisors to Watch6
2026 AdvisorHub 200 Women Advisors to Watch: Awarded April 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 - 12/31/25 (Source: AdvisorHub). The AdvisorHub 2026 200 Women Advisors to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
2025 Forbes Top Wealth Management Teams Private Wealth7
Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials. Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View additional disclosures
Left to Right:
Andrew Shepard MBA, Partner
Margo Shepard CFP® CIMA®, Managing Partner
At Shepard Wealth Advisors, our planning process revolves around you.
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.
Complimentary Second Opinion Service - Are you on the path toward financial success?
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 Advisors offers a complementary Second Opinion Service including a Risk Analysis & Portfolio Testing Review. Learn More
Our Team
Multi-generational team with years of experience and investment knowledge.
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Planning Focused
Personalized investment strategies that puts your needs first. Always.
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Informed Perspectives
A planning process that helps you prioritize, adjust and meet your goals.
Learn More
Community Involvement
"We make a living by what we get. We make a life by what we give."
– Winston S. Churchill
Credentials
Margo is committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions.
CERTIFIED FINANCIAL PLANNNER®1
Margo Shepard is a CERTIFIED FINANCIAL PLANNER® professional. To earn her CERTIFIED FINANCIAL PLANNER®, 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.
Certified Investment Management Analyst® (CIMA®)
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.
Wells Fargo Advisors Platinum Council
Margo has been a member of the firm's Platinum Council every year from 2010-2024.
The 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2010-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
1 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.