Margo Shepard, CFP®

“My mission is to provide every client with targeted, comprehensive financial advice delivered with exceptional service and professional integrity.”

Through a long-term investment approach, Margo helps high-net-worth clients develop and implement strategies to support their financial and life goals. Margo’s title as Founder, Managing Partner and over 40 years experience as a financial advisor recognizes her expertise at leveraging relationships with the practice’s affiliate professionals in the areas of trust, money management, liability management, and estate planning strategies to help provide advice as sophisticated as her clients’ needs. By collaborating with these professionals, Margo’s goal is to help ensure clients receive the advice and service needed to help them preserve and grow their wealth across generations. Margo’s mission is to provide every client with targeted, comprehensive financial advice ⏤ delivered with exceptional service and professional integrity. She values the relationships she has established within her profession and community.

PERSONAL
Margo is married to Michael Shepard and they have 3 children: a son, Andrew, and two daughters Annie, and Emily.

www.shepardwealthadvisors.com/meet-our-team

^{2025 Forbes Best-in-State Wealth Management Teams: 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% percent 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. View additional disclosures}

^{2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). Forbes.com 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. 2023 Forbes Best-in-State Women Advisors Awarded February 2023. Data compiled by SHOOK Research LLC based on the time period from 9/30/21 – 9/30/22. 2022 Forbes Best-in-State Women Advisors Awarded February 2022. Data compiled by SHOOK Research LLC based on the time period from 9/30/20 – 9/30/21. View additional disclosures}

^{2025 Forbes Top Women Wealth Advisors: 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}

<sup>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.

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</sup>