Knepp Financial Group

Knepp Financial Group Knepp Financial Group is your trusted partner in retirement and long-term financial confidence. https://linktr.ee/knepp

We make it simple to move forward with clarity and personalized guidance that fits your life. Knepp Financial Group is a full-service financial advisory firm based in Fishers and Fort Wayne, Indiana. Founded by Jon-Jon Knepp, a fiduciary financial advisor with over 20 years of experience, the firm specializes in retirement planning, wealth management, and protecting your financial future with clea

r, personalized strategies. Our team helps individuals and families with 401(k) rollovers, IRAs, annuities, life insurance, investment management, Roth conversions, and legacy planning through our trusted strategic partners. Known for our client-first approach and strong community roots, Knepp Financial Group provides guidance you can trust - helping you grow, protect, and enjoy your money with confidence.

A special day at Knepp.Walker recently spent some time in the office with Jon-Jon, getting a firsthand look at the busin...
08/27/2026

A special day at Knepp.

Walker recently spent some time in the office with Jon-Jon, getting a firsthand look at the business, the team, and the relationships behind the work.

It is so meaningful to see the next generation take an interest and have the opportunity to learn directly from Dad.

We enjoyed having you with us, Walker, and look forward to seeing you around more often!

Some team members greet clients with a handshake.Annie prefers a wagging tail. 🐾In honor of National Dog Day, we're cele...
08/26/2026

Some team members greet clients with a handshake.

Annie prefers a wagging tail. 🐾

In honor of National Dog Day, we're celebrating one of our favorite members of the Knepp team.

Whether she's brightening the office, welcoming visitors, or reminding us to take a quick break during a busy day, Annie has a way of making every day a little better.

Great relationships are at the heart of everything we do—and Annie reminds us every day that sometimes the warmest welcome comes with four paws.

Happy National Dog Day to Annie—and to all the dogs who make our lives a little brighter.

Team Tuesday: After Hours 🍸Once a month, we set aside time for Team Tuesday, a chance to step away from the day-to-day, ...
08/20/2026

Team Tuesday: After Hours 🍸

Once a month, we set aside time for Team Tuesday, a chance to step away from the day-to-day, learn something new, spend time together and keep investing in the team behind Knepp.

This month, we changed things up a bit.

The team from Mixo Indy joined us for a hands-on mixology experience, teaching us about the craft behind a great cocktail, from ingredients and technique to presentation.

We’re always looking for new experiences to bring to our clients, too, and this one definitely made the list.

So we want to hear from you: If we hosted a client mixology night, would you join us? 🍹

Like this post if we should make it happen — or send us a message if you want to be on the invite list.

Financial awareness isn't measured by how much you know. It's measured by whether your financial strategy still reflects...
08/14/2026

Financial awareness isn't measured by how much you know. It's measured by whether your financial strategy still reflects where you are today—and where you want to go.

National Financial Awareness Day is a reminder to pause and ask an important question:

If your financial life changed tomorrow, would your financial strategy still support your goals?

Life changes. Priorities evolve. The most valuable financial conversations often begin with a simple review—not because something is wrong, but because it's worth making sure your strategy continues to support what matters most.

Sometimes the best outcome is confirming you're already on the right path.

Every strong plan has a team behind it.At Knepp Wealth Management, financial planning is about more than investments and...
07/28/2026

Every strong plan has a team behind it.

At Knepp Wealth Management, financial planning is about more than investments and account balances.

Behind every client experience is a team working together to provide guidance, support, and thoughtful planning at every stage of life.

From client service and account management to retirement planning and long-term strategy, each member of our team plays an important role in helping the families we serve move forward with confidence.

We're proud of the people behind the planning—and grateful for the trust our clients place in us every day.

Knepp Wealth Management is an SEC-registered investment adviser. For full disclosures, please see the link in our About section.



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We recently took a break from the office to enjoy lunch at our wonderful neighbors, Twigs & Tea, while celebrating Beatr...
07/23/2026

We recently took a break from the office to enjoy lunch at our wonderful neighbors, Twigs & Tea, while celebrating Beatrice's last day as our summer intern.

Throughout her internship, Beatrice brought enthusiasm, a positive attitude, and a willingness to learn. We're grateful for the contributions she made to our team and wish her all the best as she continues her academic and professional journey.

A special thank you to Twigs & Tea for the delicious lunch and warm hospitality. We always enjoy supporting local businesses and taking time to celebrate the people who make our team stronger.

Thank you, Beatrice—we're excited to see what the future holds for you!

As we reach the halfway point of the year, it's a good time to ask an important question:Is your plan still aligned with...
07/20/2026

As we reach the halfway point of the year, it's a good time to ask an important question:

Is your plan still aligned with where you're headed?

Life changes. Priorities shift. Markets move.

A well-built financial plan isn't something you create once and forget—it's something that should evolve alongside the life it's designed to support.

At Knepp Wealth Management, we believe ongoing planning and thoughtful review can be just as important as the initial strategy itself.

Because confidence doesn't come from reacting to change. It comes from being prepared for it.

Knepp Wealth Management is an SEC-registered investment adviser. For full disclosures, please see the link in our About section.



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We're proud to share that Jon-Jon Knepp was recently featured alongside other members of the Forbes Finance Council in a...
07/16/2026

We're proud to share that Jon-Jon Knepp was recently featured alongside other members of the Forbes Finance Council in a collaborative discussion exploring common financial mistakes related to debt, savings, and spending.

Jon-Jon's contribution highlights a perspective we believe is foundational: the best financial decisions begin with your goals—not just the numbers. When financial decisions are aligned with what matters most to you, they become part of a strategy that supports your long-term future.

📖 Read the full Forbes Finance Council article:
20 Financial Mistakes Consumers Make With Debt, Savings And Spending
https://www.forbes.com/councils/forbesfinancecouncil/2026/07/14/20-finance-experts-share-smarter-money-habits-that-build-wealth/

Different perspectives. One purpose.At Knepp Wealth Management, we believe strong outcomes come from collaboration.Every...
07/10/2026

Different perspectives. One purpose.

At Knepp Wealth Management, we believe strong outcomes come from collaboration.

Every member of our team brings unique experiences, insights, and expertise to the table, but we're united by a common goal: helping the families we serve move forward with confidence.

Whether we're planning, problem-solving, or supporting clients through important life decisions, our focus remains the same—putting our clients first.

Because great planning isn't just about numbers.

It's about people.

Knepp Wealth Management is an SEC-registered investment adviser. For full disclosures, please see the link in our About section.



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This week, Knepp Wealth Management had the privilege of hosting the monthly meeting of the AMA Indy - American Marketing...
07/08/2026

This week, Knepp Wealth Management had the privilege of hosting the monthly meeting of the AMA Indy - American Marketing Association Indianapolis Chapter.

We’re especially proud that our COO, Tara Holloway, serves on the AMA Indy Board of Directors, helping support an organization that brings marketing professionals together to learn, collaborate, and grow.

Thank you to everyone who attended this month’s meeting. We enjoyed opening our doors, making new connections, and spending time with so many talented professionals from across Central Indiana.

Here’s to continued collaboration and a thriving business community!

Address

11413 Lantern Road
Fishers, IN
46038

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+18772999108

Website

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