Shepherd Wealth Partners, LLC
Fee-Only financial planner located in Matthews, NC, serving clients locally and across the country
Meet Charles Terry
Charles Terry is the owner and founder of Shepherd Wealth Partners. As a Certified Financial Planner, he has served as a fee-only advisor for the past 11 years and has a passion for equipping and encouraging clients to better steward their time, talents and treasures.
Charles has regularly served as a Subject Matter Expert for the CFP Board. As a Mathematics major from UNC, he has a love of numbers, Carolina basketball, but mostly his wife and four adorable kids. His earlier career was on staff with Young Life, a high school outreach ministry, before he realized that he could combine his love for numbers, deep personal relationships, and Biblical perspective into the role of a financial advisor.
Charles Terry is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Professional Designations & Affiliations
Charles Terry is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Charles Terry
3122 Fincher Farm Rd
Matthews, NC 28105