Erin Goodrich
Erin Goodrich is a CFP-designated registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 14 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is a Senior Wealth Advisor at Shepherd Financial, LLC, focusing on retirement plan consulting and individual wealth management, dedicating nearly full-time hours to this role. Erin also works as an Investment Advisor Representative and an Insurance Agent for Shepherd Financial, LLC, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.