Knepp Financial Group

06/25/2026

Sunshine. Baseball. And the best clients in Indianapolis. ⚾☀️

Not a bad way to spend a Wednesday.

Today, we took over the Victory Field pavilion for our client appreciation event. While the baseball was great, our favorite part wasn’t what happened on the field.

It was watching clients who may have never met before introduce themselves, swap stories, laugh together, and leave as friends.

That’s what makes Knepp different.

We’re grateful for the opportunity to help our clients plan for retirement—but we’re just as grateful for the community we’ve built along the way.

To everyone who spent the afternoon with us, thank you. We never take your trust—or your friendship—for granted.

Here’s to many more memories together. ❤️⚾

06/21/2026

At Knepp Wealth Management, we often talk about planning for the future.

But some of the most meaningful legacies aren't measured by accounts or portfolios. They're measured by the values we pass on, the memories we create, and the lives we help shape.

Today, we celebrate the fathers and father figures who lead by example, support their families, and invest in what matters most.

Happy Father's Day from all of us at Knepp Wealth Management.

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

06/11/2026

We're honored to see Jon-Jon Knepp included in this Forbes Finance Council discussion exploring how AI is changing the financial industry.

Technology can be a powerful tool, but we believe the best financial decisions still begin with understanding goals, priorities, and the people behind them.

Thank you to Forbes Finance Council for the opportunity to contribute to the conversation.

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

AI can improve efficiency by organizing data, identifying overlaps and surfacing trends faster. But it doesn’t replace judgment.

06/09/2026

One of the things that makes Knepp Wealth Management different is that we actively listen to the people we serve.

Recently, we gathered with members of our Client Advisory Board for an evening of conversation, feedback, and collaboration. These meetings give us valuable insight into what's working well, where we can improve, and how we can continue creating an exceptional client experience.

We're grateful for the time, honesty, and perspectives shared by this incredible group. Their feedback helps shape the future of our firm and ensures we remain focused on what matters most—serving our clients well.

Thank you to our Client Advisory Board members for your partnership and support. We appreciate you!

06/05/2026

Fishers being named the #2 Best Place to Live by U.S. News & World Report reflects what many of us appreciate about this community — a strong focus on families, connection, and local growth.

As a firm headquartered in Fishers, we value being part of a community supported by outstanding schools, local businesses, and meaningful community events. Congratulations to the City of Fishers on this recognition. 👏

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

5/29/2026.13

06/01/2026

🎉 Celebrating 1 Year at Knepp Wealth Management | Grace Shafer

We're excited to celebrate Grace's first anniversary with Knepp Wealth Management.

Grace joined our team in 2025 and quickly became an essential part of the client experience. Her professionalism, attention to detail, and client-first mindset help ensure a smooth and seamless experience for the families we serve.

Over the past year, Grace has grown into the Account Manager role, where she manages new business processing and supports account setup with carriers.

Here's what Jon-Jon had to say:

"From the beginning, Grace has been eager to learn, willing to jump in wherever needed, and committed to doing things the right way. She cares about our clients, takes pride in her work, and has become an important part of our team in a very short amount of time."

Grace, thank you for a fantastic first year. We're grateful to have you on the team and look forward to all that's ahead.

Help us congratulate Grace on her 1-year anniversary! 👏

05/29/2026

Join us in wishing our founder, Jon-Jon Knepp a very happy birthday! 🎉

We’re grateful for his leadership, dedication, and the positive impact he makes on our clients, team, and community every day.

Happy Birthday, Jon-Jon! 🎂

05/06/2026

A lot of people focus on “the number.”

The amount they think they need to retire.

And while that matters … it’s only part of the equation.

Because two people with the same number can have very different outcomes.

The difference is structure.

How income is generated.
How taxes are managed.
How risk is accounted for over time.

Without that, even substantial assets can feel uncertain.

And that’s what we often see—
Individuals who have done very well financially but still don’t feel clear about what retirement actually looks like.

Not because they’re behind.
But because the plan hasn’t been fully defined.

Clarity doesn’t come from hitting a number.

It comes from understanding how everything works together.

Visit our website to learn more: KneppFinancialGroup.com

04/30/2026

If your strategy never changes … it’s not always a strategy.

Financial Literacy Month isn’t about knowing more terms.

It’s about understanding how your capital behaves.

Most people believe they have a strategy. What they actually have is exposure.

Their money is in the market— consistently— regardless of conditions.

Up markets? Stay in.
Down markets? Still in.
Uncertainty? Stay the course.

For some investors, that may be intentional. For others, it may not be.

There are different approaches:

Passive:
• Remain fully invested
• Accept market fluctuations
• Rely on time over the long term

Active:
• Adjust based on conditions
• Manage downside more intentionally
• Align exposure with overall objectives

And this can matter more as wealth increases.

Because risk isn’t just about loss—
It’s about:

• Sequence of returns
• Access to capital
• Opportunity cost

At Knepp, we believe strategy should evolve as both markets and your financial position evolve.

Because the same approach that builds wealth doesn’t always protect it.

If your money is doing the same thing in every environment—
it may not be intentional strategy.

It may simply be exposure.
If you’ve never looked at your situation this way, it’s worth a conversation.

Visit https://kneppfinancialgroup.com/ to get started!

04/23/2026

Do you have a portfolio… or do you have a plan?

April is Financial Literacy Month— earning more.

It’s not. It’s about understanding what actually matters, especially as your financial life becomes more complex.

A portfolio is what you’ve accumulated:

• Accounts
• Investments
• Numbers on a statement

A plan answers a different question:

What is this actually designed to do?

Because as wealth grows, so does responsibility.

Your money needs to:

• Support major decisions
• Create optionality
• Work across multiple time horizons

And this is where even high earners can get exposed.

They’ve built significant assets — but they often haven’t had it clearly structured to work together.

So when markets shift… or income changes… or new opportunities show up… this can lead to more reactive decisions with meaningful capital.

In our experience, we often see this.

Successful individuals with strong portfolios—but no clear framework for how everything connects.

That’s the gap.
And that’s what real financial literacy solves.

A portfolio shows you what you have. A plan shows you how it works.

If you’ve never looked at your situation this way, it’s worth a conversation.

— Knepp Financial Group

Visit our website to learn more: https://kneppfinancialgroup.com/