Advanced Planning

Long-term strategies to support your family, plan and build your legacy

Our service

Investment Advice

Invest using our time-tested approach for managing risk and building customized portfolios

Our service

Executives Services

Strategies to offset your concentrated stock position, navigate regulations, and address liquidity events.

Our service

Serial Entrepreneurs

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.

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Corporate Executives

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.

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Employer Retirement Plans

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.

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Our Values

Integrity

Do what is right

  • BE COMMITTED: Set high standards for your behavior and stick to them even in difficult situations.
  • BE COURAGEOUS: Stand up for what you believe is just and good.
  • BE HONEST: Choose words and actions that are sincere
  • BE DISCIPLINED: Remain dedicated and self-controlled, even when challenged.
  • BE RESILIENT: Learn from mistakes and losses; seize the opportunity to improve.

Respect

Treat others well

  • BE ACCEPTING: Support everyone’s worth and dignity, regardless of background, abilities or beliefs.
  • BE CONSIDERATE: Always be aware of and honor others’ rights and feelings.
  • BE ATTENTIVE: Be ready to learn from others
  • BE ENCOURAGING: Demonstrate concern for the growth and development of all others.
  • BE APPRECIATIVE: Value the guidance of others

Responsibility

Embrace opportunities

  • BE HELPFUL: Understand and advance the group’s positive goals.
  • BE CONSCIENTIOUS: Be aware and careful of the choices you make.
  • BE ACCOUNTABLE: Accept that your actions impact others
  • BE PERSEVERING: Work through difficulty and discouragement in pursuit of individual and team objectives.
  • BE RELIABLE: Prove that others can depend on you.

Boldness

Bring your best at all times

  • BE SELF-AWARE: Own your flaws and strengths.
  • BE FOCUSED: Keep your objectives and priorities clear
  • BE RESILENT: Make failure an acceptable part of your process
  • BE BUILDER: Be Confident and execute
  • BE DRIVEN: Be ambitious and goal oriented

Serve

Servant Leadership

  • BE EMPOWERING: Inspire and help others to grow, succeed and lead.
  • BE VISIONARY: Raise expectations for yourself and the team.
  • BE INTERCONNECTED: Recognize the vital link between individual effort and group achievement.
  • BE GENEROUS: Freely contribute hard work and support to reach the team’s goals.
  • BE ENERGETIC: Initiate action – do what needs to be done.

Our process

Meet our team

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.

Education and Credentials:

  •  Master’s degree in Mathematics from Loyola College
  •  Post Graduate Diploma in Business Management from AIIMS
  •  CFP®, CERTIFIED FINANCIAL PLANNER™ certification
  •  CRPS®, Chartered Retirement Plans Specialist certification
  •  CPFA, Certified Plan Fiduciary Advisor certification

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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