^{1 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).  View additional disclosures}

^{2 2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). View additional disclosures}

^{3 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). View additional disclosures}

^{4 The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Women Advisors ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch.}

^{5 2024 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View additional disclosures}

At Shepard Wealth Advisors, our planning process revolves around you.

We believe wealth management should encompass all aspects of your financial life to help ensure that everything works together to build, grow, manage and protect your wealth.

Learn how our practice aims to provide a lower cost, tax-efficient investment approach that can help you navigate your wealth with clear intention.

Complimentary Second Opinion Service - Are you on the path toward financial success?

In today’s uncertain world, it’s easy to question where you are and where you are going financially. Do you worry how market volatility may impact your future goals?

We can help. Shepard Wealth Advisors offers a complementary Second Opinion Service including a Risk Analysis & Portfolio Testing Review. Learn More

Credentials

Margo is committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions.

CERTIFIED FINANCIAL PLANNNER^®1

Margo Shepard is a CERTIFIED FINANCIAL PLANNER^® professional. To earn her CERTIFIED FINANCIAL PLANNER^®, Margo completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Certified Investment Management Analyst^® (CIMA^®)

As a CIMA^® professional, Margo Shepard is one of a select group of professionals who have earned this internationally recognized credential. To earn her CIMA^® certification, Margo completed an intensive educational program and final examination offered through the Wharton School of Business at the University of Pennsylvania covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement.

Accolades:

Barron’s Top 100 Women Advisors

Margo has been recognized as one of the Barron's Top 100 Women Advisors in the country each year from 2008 - 2023. She believes this level of recognition validates her commitment to building strong relationships with clients and helping implement strategies to help them achieve their goals. The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. - 2023 Barron’s Top 100 Women Advisors: Awarded June 2023; Data Compiled by Barron's based on the time period from Apr. 2022 - Mar. 2023 (Source: Barrons.com). 2022 Barron’s Top 100 Women Advisors: Awarded June 2022; Data Compiled by Barron's based on the time period from Apr. 2021 - Mar. 2022 (Source: Barrons.com). 2021 Barron’s Top 100 Women Advisors: Awarded June 2021; Data Compiled by Barron's based on the time period from Apr. 2020 - Mar. 2021 (Source: Barrons.com). 2020 Barron’s Top 100 Women Advisors: Awarded June 2020; Data Compiled by Barron's based on the time period from Mar. Apr. - Mar. 2020 (Source: Barrons.com). 2019 Barron’s Top 100 Women Advisors: Awarded June 2019; Data Compiled by Barron's based on the time period from Apr. 2018 - Mar. 2019 (Source: Barrons.com). 2018 Barron’s Top 100 Women Advisors: Awarded June 2018; Data Compiled by Barron's based on the time period from Apr. 2017 - Mar. 2018 (Source: Barrons.com). 2017 Barron’s Top 100 Women Advisors: Awarded June 2017; Data Compiled by Barron's based on the time period from Apr. 2016 - Mar. 2017 (Source: Barrons.com). 2016 Barron’s Top 100 Women Advisors: Awarded June 2016; Data Compiled by Barron's based on the time period from Apr. 2015 - Mar. 2016 (Source: Barrons.com). 2015 Barron’s Top 100 Women Advisors: Awarded June 2015; Data Compiled by Barron's based on the time period from Apr. 2014 - Mar. 2015 (Source: Barrons.com). 2014 Barron’s Top 100 Women Advisors: Awarded June 2014; Data Compiled by Barron's based on the time period from Apr. 2013 - Mar. 2014 (Source: Barrons.com). 2013 Barron’s Top 100 Women Advisors: Awarded June 2013; Data Compiled by Barron's based on the time period from Apr. 2012 - Mar. 2013 (Source: Barrons.com). 2012 Barron’s Top 100 Women Advisors: Awarded June 2012; Data Compiled by Barron's based on the time period from Apr. 2011 - Mar. 2012 (Source: Barrons.com). 2011 Barron’s Top 100 Women Advisors: Awarded June 2011; Data Compiled by Barron's based on the time period from Apr. 2010 - Mar. 2011 (Source: Barrons.com). 2010 Barron’s Top 100 Women Advisors: Awarded July 2010; Data Compiled by Barron's based on the time period from Apr. 2009 - Mar. 2010 (Source: Barrons.com). 2009 Barron’s Top 100 Women Advisors: Awarded June 2009; Data Compiled by Barron's based on the time period from Apr. 2008 - Mar. 2009 (Source: Barrons.com). 2008 Barron’s Top 100 Women Advisors: Awarded June 2008; Data Compiled by Barron's based on the time period from Apr. 2007 - Mar. 2008 (Source: Barrons.com). 

Wells Fargo Advisors Platinum Council

Margo has been a member of the firm's Platinum Council every year from 2010-2024. The Platinum Council (previously known as Premier Advisor) a distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER Board's initial and ongoing certification requirements.