Partner | Shepherd Financial
Steve Wylam (CFP®, AIF®, CPFA) believes in making a difference in employees’ lives by helping them be on a path for a successful retirement. Utilizing his expertise and a proven process, he helps his clients in the areas of fiduciary guidance, plan design, fee benchmarking, participant education, and investment consulting. Also, Steve works with business owners and retirees who view him as their “Personal CFO”, helping them coordinate their entire financial affairs, as well as acting as a financial liaison with their other trusted advisors.
Before becoming a founding partner in Shepherd Financial, Steve spent 27 years with Capital Analysts of the Midwest providing independent, unbiased and objective advice to corporate retirement plans and select individual clients. He has acquired the Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary (AIF®) designations. A frequent speaker at industry meetings, Steve has been quoted or published in the Journal of Financial Planning, Plan Advisor, and the Indianapolis Business Journal. Also, he has been recognized as one of the Top 300 Most Influential Advisors in Defined Contribution by The 401kWire.
Steve and his wife Jacqui, along with their two daughters, reside in Fishers. While not at work, you can find him on the links at the Sagamore Club, watching his daughters playing soccer and cheerleading, or walking his dog, Jake Aspen Doodle Kaiser Wylam, around the neighborhood.
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