Long-term strategies to support your family, plan and build your legacyOur service
Invest using our time-tested approach for managing risk and building customized portfoliosOur service
Strategies to offset your concentrated stock position, navigate regulations, and address liquidity events.Our service
Business advisory and steps to help prepare you, your family, and your business for a successful exit. Personalized wealth management, charitable planning, and asset allocation for your specific wealth objectives, risk tolerance, and plans.Read more
Assess and provide advice on your corporate benefits including 401(k) plans, deferred compensation plans, nonqualified plans, stock option plans, restricted stock plans, performance award plans, stock appreciation rights, and employee stock purchase plans.Read more
We deliver full-service consulting on all types of employer-sponsored retirement plans. Whether you need the support and protection of a fiduciary partner or want to improve retirement outcomes for your employees, our advice provides you with an unobstructed view of your plan.Read more
Nixon James, CFP® is the Founder and President of Shepherd Advisor LLC, an independent Financial advisory firm based in California. Nixon brings more than a decade of experience in Financial Planning & Investment management, having managed over hundreds of millions over his career.
Nixon works with entrepreneurs and corporate executives globally advising them on all aspects of Personal and Business financial planning. Nixon is a voracious reader, avid golfer, world traveler, and wine enthusiast with sommelier certification. He is actively involved in several non-profit organizations focusing on entrepreneurship, leadership, education, and individual empowerment initiatives.
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