Joshua Casey Garland, CFP® Shepherd Wealth Management
- 73 Cavalier Blvd Suite 209, Florence, KY 41042
- (513) 630-2664
- http://shepherdwm.com/
Joshua Casey Garland, CFP®
Ten years ago, I began my financial career at Fidelity Investments. 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 the 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 by earning multiple awards including Circle of Champions, Excellent in Action, Presidents Circle and MVP.
After ten 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 BIG impact on the world and our community. Unlike many companies in society today, I believe it is not just about making money, but using that money to make a difference for the better. Therefore, I choose to invest the first 10% of Shepherd Wealth Management revenue to charitable organizations in our local community.
In my personal time I enjoy spending time with my wife, Nicole, and our two daughters, Maddie and Collins. We also have two extremely playful dogs, Emily and Henry. I enjoy running, fly fishing, camping and playing golf. My family and I are longtime members of Crossroads Community Church.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Business Owners
- Investment Planning & Management
- Retirement Planning
Ways Advisor Charges
- Quarterly Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $250+/qtr
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
