Our Story

"After 10 years of working in the financial industry for big firms, I realized I could give more and do more for my clients independently. I started Shepherd Wealth Management because I believe it is my Duty, Obligation, and Responsibility to utilize the gifts God has given me. Performance, Purpose, and Passion are three marks of a Good Shepherd and these are the pillars that I have built my life and firm around. My goal is to help families, business owners, and anyone looking to take control of their finances while also making a significant impact on the world and our community. Unlike many companies in society today, I believe it is about making money and making a difference for the better. Therefore, I choose to invest in the community by donating a portion of Shepherd Wealth Management's revenue to charitable and philanthropic organizations."

~Joshua Casey Garland

Our Mission

At Shepherd Wealth Management, we are dedicated to guiding individuals and families toward financial clarity and confidence. Through personalized strategies, expert insights, and unwavering integrity, we help our clients navigate life’s financial journey with purpose. Our mission is to protect, grow, and steward wealth with a long-term vision, ensuring financial well-being for generations to come.

Meet Your Team

Performance | Purpose | Passion

Joshua Casey Garland

Ten years ago, I began my financial career at Fidelity Investments. During that time in 2014,

I earned the Certified Financial Planning TM designation and graduated from Ohio

University with an MBA degree with a concentration in finance. I later moved on to TD

Ameritrade where, after multiple years of high performance,

I ultimately was given to opportunity to take on a new role as Branch Manager of the TD

Ameritrade Louisville office. I lead a team of three financial consultants and worked

directly with high-net-worth families and business owners.

Throughout my career, I have been recognized by my employers, co-workers, and clients for

being a top financial advisor.

John Ashcroft

I’ve been in the financial industry since 2004 and bring 18 years of experience to the Shepherd Wealth Management team. It is my goal to deliver a superior customer service experience while providing sound investment solutions to help clients meet specific financial needs. I earned my bachelor degree from the University of Pittsburgh, and received an executive certificate in financial planning from Duquesne University. Through out my career I have been recognized by employers, clients and coworkers with many awards for being a top advisor.

After working in the financial industry for 18 years, I realized I can do more for my clients independently. This is why I chose to partner with Joshua Casey Garland and join the Shepherd Wealth Management team.

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Our Charitable Donations Commitment

“I alone cannot change the world, but I can cast a stone across the waters to create many

ripples.” -Mother Teresa

We have two passions: making money (performance) and giving away money (purpose). As

a good Financial Shepherd, making money consistently for our clients at Shepherd Wealth

Management fulfills our duty, obligation, and responsibility to utilize the gifts we have been

blessed with to provide our clients with financial peace of mind. It is a violation of our

personal code of ethics to not provide the highest levels of performance and service daily.

At Shepherd Wealth Management we invest a portion of our revenue in local charitable

causes because “the value of a man resides in what he gives and not in what he is capable

of receiving” (Albert Einstein).

We are passionate about giving because it is the right thing to do. We have been blessed

with the ability to be financial professionals and giving back to the communities that we

serve is another way for us to serve our clients.

Other Benefits of Giving…

Giving is not just a corporate tax benefit. According to a study conducted by the University

of Michigan, “older people who are helpful to others reduce their risk of dying by nearly 60

percent compared to peers who provide neither practical help nor emotional support to

relatives, neighbors, or friends” (People who give, live longer: U-M study shows | EurekAlert!

Science News). Another article published recently by the Cleveland-Clinic shows the

health benefits associated with

giving include:

 Lower blood pressure

 Increased self-esteem

 Less depression

 Lower stress levels

 Longer life

 Greater happiness and satisfaction

University of Michigan. (2002, November 12)

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