Shepherd Legacy Financial

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Fort Wayne, IN
Shepherd Legacy Financial

At Shepherd Legacy Financial, we offer personalized financial planning with a focus on trust, integrity, and long-term success.

We provide retirement planning, investment management, and estate planning, all tailored to your unique goals. Shepherd Legacy Financial is a family-owned financial firm dedicated to helping individuals, families and business owners build, protect, and sustain wealth for generations. We provide customized financial planning, investment strategies, and wealth management tailored to your long-term g

oals. Our mission is to guide clients toward financial security, ensuring their legacy lasts for future generations. Whether you're planning for retirement, managing your estate, or growing your wealth, our experienced team is here to provide trusted financial guidance every step of the way. Generational wealth, built by generations. Let's start building your legacy today. For disclosures, please visit our website at www.shepherdlegacyfinancial.com.

08/18/2026

Class is back in session and fall tax planning is officially underway! We will be reaching out shortly to schedule your fall strategy session. Gather up your paperwork and questions and let the learning begin.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through NWF Advisory Services Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

06/22/2026

Cheers to Year Two!✨

Today marks exactly two years since we launched Shepherd Legacy Financial. Thank you to our wonderful clients for your continued partnership! We appreciate you being part of our firm's story.

06/08/2026

We have a new face at Shepherd Legacy Financial!

Help us welcome our Summer Finance Intern, Emily! She’s joining us from Indiana University and is ready to put her classroom knowledge to work.

We’re so glad to have you on the team, Emily!

05/04/2026

Thank you to everyone who stopped by our Bloom Bar! 🌸

We had the best time watching you create such beautiful, unique bouquets. You truly make our community shine, and we hope these flowers add a special touch to your Mother’s Day celebrations.

04/29/2026

💐It’s almost time💐

Join us this Saturday for our Mother’s Day Bloom Bar!

Bring the kids, invite a friend, or treat Mom herself. Enjoy fresh flowers, great company, and a little something special from FW Coffee Club.

Saturday, May 2, 2026
10:00 AM – 1:00 PM
10729 Coldwater Rd, Suite 200

We can’t wait to celebrate with you!

04/09/2026

💐Join us May 2, 2026, from 10 AM–1 PM to create your own bouquet, FW Coffee Club, and celebrate Mom!

📍10729 Coldwater Rd, Suite 200
Fort Wayne, IN 46845

Let us know if you can make it, we would love to see you there!

04/08/2026

Fort Wayne Lifestyle Caught Out in the Wild 📈🌿

This stop took us to our partners at Shepherd Legacy Financial in Fort Wayne.

When it comes to planning ahead, building wisely, and thinking long-term, this is one of those local businesses doing work that matters behind the scenes every single day. Shepherd Legacy Financial brings a thoughtful, client-first approach to helping individuals, families, and business owners navigate the road ahead.

We love seeing Fort Wayne Lifestyle show up in places that help strengthen our community in meaningful ways, and this was a great one to spot out in the wild.

01/27/2026

Dear Fort Wayne Neighbors,

As we welcome 2026, the team at Shepherd Legacy Financial wanted to share a message rooted in something we believe deeply: financial wellness is personal.

It’s not about numbers on a page — it’s about the people you love, the future you’re building, and the peace of mind that comes from having a plan that truly fits your life. This new year offers an opportunity to pause, reflect, and strengthen the foundation you’re creating for your family.

Shepherd Legacy Financial is here to help bring clarity to your goals, thoughtfully manage investments, reduce lifetime tax burdens, and align every piece of your financial life into a plan built for today — and the years ahead. As a local firm, they understand the Fort Wayne spirit and the importance of guidance that feels approachable, honest, and neighborly.

As 2026 begins, the focus is simple: move from reactive decisions to purposeful, confident planning — and protect what matters most with care and intention.

Here’s to a year of meaningful progress for you and your loved ones.

11/26/2025

Every year we love giving back to our wonderful clients with Rise'N Roll pies, and this year we were thrilled to share 93 pies as a small way to say thank you.

Thank you to all of our clients for trusting us with your financial journey. Wishing you a warm and gratitude filled Thanksgiving! 🤎

11/11/2025

Thank you to our military personnel and their families for the sacrifices you have made for our freedom. Happy Veterans Day!

Address

10729 Coldwater Road, Suite 200
Fort Wayne, IN
46845

Telephone

+12606377900

Website

http://www.shepherdlegacyfinancial.com/

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