About Us

Helping People and Companies Thrive Through Empowered Financial Solutions

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About Us

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Changing the landscape of the financial services industry every day.


Our mission is to deliver the highest quality guidance to each of our clients. What makes Shepherd Financial stand out from the rest is how we approach service – outworking the competition and never stopping until each Shepherd client is satisfied.


This has been the environment at Shepherd Insurance since it was founded by Dave Shepherd in 1977 in Carmel, Indiana, and continues with Shepherd Financial today. Dave built the company on strong principles and a vision for how a truly independent firm should be run:


• The CLIENT always comes first.
• Treat clients like you’d treat your own FAMILY.
 WORK harder than the competition.
• Surround yourself with a TEAM of talented people.
 LOVE, LOVE, LOVE what you do.


This simple approach has helped Shepherd Insurance and Shepherd Financial grow into a national presence with over 170 employees and nine offices throughout Indiana and Louisville, Kentucky. The Shepherd Financial team of professionals has over 125 years of combined experience, allowing us to consult on over $600 million of our clients’ assets.[/vc_column_text][vc_empty_space height=”50px”][/vc_column][/vc_row]