Cincinnati, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Shepherd Wealth Management
Team
Firm-wide stats for Shepherd Wealth Management
About
Shepherd Wealth Management is a fee‑only advisory firm that provides investment management, ongoing financial planning, and retirement plan consulting to individuals and high‑net‑worth clients. The firm operates as a team of five advisors and reports approximately $162 million in discretionary assets under management for about 430 clients.
The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive portfolio construction using index mutual funds and ETFs, while also incorporating fundamental, technical, charting, and cyclical analysis as part of its research toolkit. Shepherd may use outside managers for some accounts, manages discretionary portfolios, and offers ongoing one‑on‑one financial planning as part of its investment relationships.
What distinguishes Shepherd from many peers is its disclosed use of an independent promoter for client referrals (with promoter disclosure provided to clients) and its affiliation with a separate accounting and tax entity, which the brochure notes creates a potential conflict of interest though clients are not required to use the affiliated firm’s services. The firm also documents client‑facing practices that are uncommon among similar teams — including the use of testimonials, endorsements and advertised performance results — and provides certain client credits (for example, up to $600 per year for tax preparation for larger accounts) as part of its service model.
Based on Shepherd Wealth Management
Expertise
Based on Shepherd Wealth Management
Location
3181 Linwood Ave., Suite 20
Cincinnati OH 45208
Advisors at this office
3
Advisors at this office
Joshua G
CFP®, Series 63, Series 66
Cincinnati, OH
Shepherd Wealth Management
Joshua Garland is a CFP® professional with 13 years of industry experience. He is a member of Shepherd Wealth Management in Cincinnati, OH, where he has worked since 2019. Prior to this, he held positions at Kasasa, TD Ameritrade, and Fidelity. Outside of his advisory role, Garland is the sole owner of JN Garland Properties LLC, a company that manages rental properties providing clean and affordable housing for families. Shepherd Wealth Management is a fee-only advisory firm that serves individuals and high-net-worth clients. The firm employs a team approach to investment management and financial planning, emphasizing Modern Portfolio Theory and primarily passive portfolio construction using index mutual funds and ETFs.
John A
Series 66
Cincinnati, OH
Shepherd Wealth Management
John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.
Troy R
Series 63, Series 66
Cincinnati, OH
Shepherd Wealth Management
Troy Rennekamp is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Troy previously worked at Fidelity Investments and its related entities for over 20 years. Outside of his advisory role, he serves as the Finance Director for Vineyard Westside Church, managing bookkeeping and financial operations. Shepherd Wealth Management is a fee-only firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement consulting. The firm employs a team approach and emphasizes a primarily passive investment strategy using index funds and ETFs, supplemented by various analytical techniques.
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