James M. Shepherd

James M. Shepherd

| CFP®, CPA, EA

Verus Financial Partners

Fee Only Financial Planner Located in Richmond, VA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services

Our Other NAPFA Members

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9030 Story Point Parkway
Suite 160
Richmond, VA 23235

James Shepherd is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

James M. Shepherd is Chairman of Verus Financial Partners in Richmond, Virginia.  Jim received his Bachelor of Science from Virginia Tech and a Post Baccalaureate Certificate in Accounting from Virginia Commonwealth University. Jim has a Master of Science degree in Financial Planning from the College for Financial Planning.  Jim is a Certified Public Accoutnant (CPA) and holds the Certified Financial Planner(TM) designation.  The American Institute of Certified Public Accountants has deisgnated him as a Personal Financial Specialist (PFS).

Jim is Past Chair of the Board for the Virginia Society of CPA's and Past President of the Richmond Chapter of CPA's.  He is Past President of the Richmond Society of the Institute of Certified Financial Planners and is currently a member of the Council for the American Insititute of Certified Public Accountants.

Verus Financial Partners, Inc. is a fee only firm that specializes, in financial planning, tax and investment management.