Steven Wylam, Authorized Member
Shepherd Financial is a financial services firm based in Carmel, IN, and Sarasota, FL, specializing in retirement planning and wealth management. The website team page lists Steven Wylam and Thomas Mayer as team members, directly matching LLC officers. The LLC's principal address in Sarasota aligns with another site (W4) but that site is for insurance; the core financial advisory business is represented by W2.
Filed May 1, 2026 · Sarasota, FL · Collier County
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Shepherd Financial is a financial services business (FLAL) registered on May 1, 2026 with the Florida Division of Corporations. Its principal address is 3340 BEE RIDGE ROAD, Sarasota, FL 34239. Collier County is its county of record. The filing lists Steven Wylam as Authorized Member.
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Shepherd Financial was registered as FLAL on May 1, 2026 in Florida.
Shepherd Financial's principal address on file is 3340 BEE RIDGE ROAD, Sarasota, FL, 34239 in Collier County.
Shepherd Financial is classified as a financial services business (retirement planning).
According to the Florida Division of Corporations, Shepherd Financial's current filing status is "active".
No EIN was found on file for Shepherd Financial at the time of registration.
Based on the business category, these service providers typically target this type of business.