Knox Grove Financial, LLC

Knox Grove Financial, LLC We're here for you. We take great pride in helping our clients work through their challenges and achieve their goals. We love what we do.

Certified Financial Planner team located in Pennington, NJ. *Financial Planning and Investment Management*

Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. At Knox Grove, we are committed to delivering financial planning and investment management solutions tailored to your unique needs. When you work with us, you are partnering with a team of CERTIFIED FINANCIAL

PLANNERS™. We have the experience and the tools to get you where you want to be. Our advisors will help you plan for your financial “now” and your financial future. We take great pride in impacting the lives of both our clients and our team. We strive for excellence in every part of our business, from client service to portfolio management, and have the highest of standards. But we also believe that our own health and our family life are equally as important. The family-friendly culture of our firm is a source of pride and we have a motto that we live by: “We don’t miss our kids’ stuff!” Because of our culture, we consider our team an extended part of our family. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.

💡 Did You Know?Our team actively attends industry events throughout the year to stay informed, continue learning, and br...
09/02/2026

💡 Did You Know?
Our team actively attends industry events throughout the year to stay informed, continue learning, and bring valuable insights back to our clients.

This summer, Jodi and Anna attended the AssetMark Women’s Forum, connecting with industry peers and gaining fresh perspectives on trends shaping wealth management. 🐂✨

And we’re not slowing down! More industry events are on the calendar this fall as we continue investing in knowledge and resources to deliver even more value to our clients.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
09/02/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

10 tips that can head-off marriage money problems.
08/31/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
08/28/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/26/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

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Do you know how long it may take for your investments to double in value?
08/24/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
08/21/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
08/19/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
08/17/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

These 6 things might make your next return a prime target for an IRS audit.
08/14/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Address

2 Tree Farm Road, Suite B100
Pennington, NJ
08534

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