Our History

Helping People and Companies Thrive Through Empowered Financial Solutions

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”yes” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1542388549118{padding-top: 200px !important;padding-bottom: 100px !important;background-image: url(https://www.shepherdfin.com/wp-content/uploads/2018/11/history.jpg?id=2966) !important;}”][vc_column][vc_column_text]

Our History

[/vc_column_text][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text][/vc_column_text][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”50″ padding_bottom=”50″][vc_column width=”2/3″][vc_column_text]In 1977, upon his graduation from the University of Mississippi, David Shepherd returned to Carmel, Indiana, and started his insurance agency. Almost four decades later, Shepherd Insurance has grown into the largest personal line insurer in Indiana, with over 170 employees and nine offices across the state. Dave’s simple vision has also remained the same: to be a trusted advisor who helps people protect their families and property and give over-attentive service while doing it. Shepherd Insurance specializes in both personal and commercial insurance and employee benefits.


In response to more client requests, Shepherd Insurance started offering financially related consulting services that provided more solutions to our clients in 2002. In order to demonstrate our commitment to consulting with retirement plans and individual clients, at the beginning of 2015, a new entity was created. Shepherd Financial was established by a merger of our existing staff and a team of very talented outside individuals.


Today, Shepherd Financial is an independent wealth advisory consulting firm serving mainly corporate retirement plans and select individuals. Adhering to process-driven model of providing unbiased and objective advice from a team of talented professionals with over 125 years of combined experience allows us to manage over $1 billion of our clients’ assets.


Shepherd Insurance is not affiliated with The Lincoln Investment Companies.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”1150″ img_size=”full” amaz_css_animation=””][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text][timeline-express timeline=”History”][/vc_column_text][/vc_column][/vc_row]