Joshua Casey Garland, CFP® Shepherd Wealth Management

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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.

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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

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