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Knepp Financial Group

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Fishers, IN
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.

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/

04/21/2026

Spring sunshine + the Knepp team = big things in motion. ☀️

Some days you take the meeting outside and remember exactly why you love what you do. Today was one of those days.

Grateful for this crew, this space, and honestly… this Indiana sunshine showing up right on time.

A lot in motion.
And we're just getting started.

04/03/2026

You know you’re from Indiana when…
a euchre tournament gets just as competitive as the market. ♠️♥️

Congrats to our Knepp Euchre Tournament winners—well played, well earned, and a few bragging rights secured.

We love moments like this. Great people, a little friendly competition, and a reminder that what we’re building here is more than just a business—it’s a community.

04/02/2026

Forbes recently asked our founder, Jon-Jon Knepp, to contribute to a Forbes Finance Council Expert Panel — and the piece is now live.

The topic: how solopreneurs can build long-term wealth when income isn't predictable.

His take:
Income volatility isn't the problem —
a lack of structure is.

The individuals who make the most progress over time aren't the ones earning the most in a given month. They're the ones who have a system that works regardless of what that month looks like.

That means:

* Paying yourself a consistent salary
* Automating your investment strategy
* Keeping your long-term plan in place through both strong and slower periods

Proud to see Jon-Jon featured alongside other respected finance professionals in this conversation.

If you're a solopreneur looking to bring more structure and clarity to your financial strategy, this is worth a read.

🔗 Full article linked in comments

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

http://www.kneppfinancialgroup.com/

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