Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Included in AUM fee
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Location

5807 Kennett Pike, Wilmington, DE, 19807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is a hockey coach with Goalie Doctor, LLC since 2012. This activity is not investment-related and does not occur during security trading hours.

Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Bcm Wealth Management
January 2018 - October 2025 · 7 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Matthew David Tendler - Financial Advisor | TrueAdvisor