Seth Shepherd
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.
Pillar Wealth · Franklin, Indiana
Is this you, Seth?
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About
Your situation is not simple. You have more pieces to worry about than most people. And most advisors are not ready to handle those. But you are exactly who we built our business for. And we love strategizing with you to make sure everything plays well together.
We are high-performing business owners who built a financial solution for people like us.
The solo-advisor model doesn't fit because one person is too limited to understand how all of your financial pieces work together.
We understand how all your stuff works together.
▸Tax Strategy ▸Traditional Investment Management ▸Real Estate Investing ▸Business Investing ▸Business Strategy ▸Estate Planning ▸Insurance Optimization ▸Charitable Giving ▸Future Planning To do this at the highest level, it takes an expert team-approach instead of the traditional solo advisor model. This is rare. We're a good fit if you're ready for an ongoing thought partner (not a once a year meeting) to keep things working at the highest level.
Who they serve
- Ultra high net worth
- High earners
- HENRY (high earner, not rich yet)
- Founders
- Pre-retirees
- Early-career professionals
- Multi-generational families
- Retirees
- Real estate investors
- Executives
Services
- 401(k) & IRA Management
- Alternative Investments
- Business Succession Planning
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- Debt Management
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Management
- Real Estate Advisory
- Portfolio Rebalancing
- Retirement Planning
Structured record
| Name | Seth Shepherd |
|---|---|
| Firm | Pillar Wealth |
| Location | Franklin, Indiana |
| Fee model | Hourly Rate · Other (please specify) · One-Time Financial Planning Fee · Subscription · Flat Fee/Retainer |
| AUM | $25M - $100M |
| Founded | 2024 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 · Other |
| Investment approach | Passive management |
| Website | https://pillarw.com |
| https://www.linkedin.com/in/seth-shepherd-cfp®-710569141 |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Real estate investors
- Crypto & digital assets
- Equity compensation