Trust Advisory Group
35yrs
Top advisor by experience in Holliston
15yrs
Ryan Shepard is a fiduciary financial advisor in Holliston, Massachusetts, with 15 years in the industry. Ryan joined Empower Advisory Group in 2026, a firm offering financial planning, investment management, and educational workshops. Empower Advisory Group reports being paid through a percentage of assets and flat fees.
One of 14 advisors with offices in Holliston, and one of 12 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 70% of advisors at Empower Advisory Group
OfficeHolliston, MA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$565,063
Advisors at the firm1,978
States licensed ?1 state
Services through Empower Advisory Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowEmpower Advisory Group, LLCCurrent firm
Contact Ryan
(866) 575-4977Firm headquarters in Greenwood Village, CO. Ask for Ryan. Holliston, MAOffice · Get directions Firm websiteempower.com/eagIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Empower Advisory Group at (866) 575-4977 and ask for Ryan Shepard. Ryan works from the Holliston, MA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2011, about 15 years. More experience than 70% of advisors at Empower Advisory Group.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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