Knepp Financial Group

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/

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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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!

07/07/2026

Most investors have a portfolio. Fewer have a coordinated plan.

Over time, many successful investors accumulate wealth across multiple accounts, employers, advisors, and life stages. Individually, those decisions often make sense. Collectively, they may no longer reflect the goals, priorities, or the life they're living today.

In his latest Forbes Finance Council article, Jon-Jon Knepp shares why the next phase of wealth management isn't just about what you own—it's about ensuring your financial decisions remain aligned with your goals.

Because real confidence doesn't come from simply owning investments. It comes from knowing your strategy still supports where you're headed next.

Read the full article here: https://www.forbes.com/councils/forbesfinancecouncil/2026/04/23/from-portfolio-to-plan-what-high-net-worth-investors-often-miss/

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

Third-party content is provided for informational purposes only and is not an endorsement.



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07/04/2026

This Independence Day, we're reminded of the values that continue to shape our country, our community, and the families we serve.

Freedom creates opportunity. Purpose gives it direction.

At Knepp Wealth Management, we're grateful for the trust our clients place in us and for the opportunity to help them pursue what matters most to their families and future.

Wishing you and your loved ones a safe, meaningful, and happy Fourth of July.

Happy Independence 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.



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07/02/2026

At the beginning of the year, we asked our clients to do something simple—but powerful.

Write down their goals.

Not just financial goals, but the things they wanted to accomplish, the milestones they hoped to reach, and the future they were working toward.

This week, we're mailing those goals back to them.

Not because we expect every goal to be complete.

But because meaningful progress starts by revisiting what matters most.

Planning isn't a one-time event. It's an ongoing process of evaluating where you are, celebrating the progress you've made, and adjusting when life takes unexpected turns.

We're grateful to have clients who trust us to be part of that journey.

A special thank you to our Marketing Intern, Beatrice Knepp, for helping prepare these mid-year goal reminders for our clients. 📬

Here's to a strong second half of the year!

07/01/2026

July 1 is recognized as National Financial Freedom Day—a reminder that financial freedom means something different to everyone.

For some, it's spending more time with family. For others, it's the ability to travel, retire comfortably, support loved ones, or simply have greater peace of mind about the future.

At Knepp Wealth Management, we believe financial planning isn't about pursuing someone else's definition of success. It's about creating a strategy that supports the life you want to live and the goals that matter most to you.

Because true financial freedom isn't just about what you have.

It's about having the freedom to make choices aligned with what's most important.

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



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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.