Charles Terry

CFP®

Shepherd Wealth Partners, LLC

Financial Advisor

Charles Terry

CFP®

Shepherd Wealth Partners, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Charles Terry, CFP®

704-443-8455

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

  • National Association of Personal Financial Advisors (NAPFA)
    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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 3122 Fincher Farm Rd
    Ste 100-563
    Matthews, NC 28105

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser