Our Primary Purpose
A team built around your future
Over the years, we have found that a team approach can be an effective method to help clients navigate a complex financial-services world.
Meet Our Team"We are dedicated to fostering honest and responsive relationships with those we serve as we help them achieve financial confidence."
Finding Your Fit
We get to know you first
Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on research with an in-depth understanding of each client's financial needs.
No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our Approach
Comprehensive. Independent. Local.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
What We Stand For
The principles behind everything we do
Client-First Approach
We’re here to do what’s best for you. Our recommendations are based on your needs, not on products or quotas.
Proactive Planning
We don't wait for problems to arise. We anticipate challenges and keep your plan aligned with your life as it evolves.
Independent & Transparent
As an independent firm, we have the freedom to recommend the solutions that are truly right for you and we explain every step of the way.
Strategies for Independence
Our goal is your financial independence building and preserving wealth so you can live the retirement you've worked for.
Rooted in This Community
We've been part of Canandaigua and the Finger Lakes since 2005. The people we serve are our neighbors, and that matters to us.
Clarity Over Complexity
We bring clarity to investing, insurance, and estate planning, so you fully understand what you own and why it’s important.
Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Sheppard Mosher and Arkadios are not affiliated through any ownership. *These services are referred to other professionals. **Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.
Get in Touch
Ready to start a conversation?
To schedule a time to discuss your financial future, contact us today. We would welcome the opportunity to speak with you.