Joshua Knauss
CFP®
OMNIWEALTH GROUP LLC
President and Chief Investment Officer
Joshua Knauss
CFP®
OMNIWEALTH GROUP LLC
President and Chief Investment Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joshua Knauss, CFP®
Fee-Only Financial Planning and Investment Management firm located in Lewisburg, PA, serving clients locally and around the globe.
Joshua Knauss is a Lewisburg, PA fee-only financial planner. OMNIWEALTH INVESTMENTS LLC provides strategic financial planning, investment analysis, and portfolio management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joshua Knauss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello there! The first thing you should know about me is that I am passionate about helping you make wise financial decisions. I do this by offering professional guidance in the distinct disciplines of financial planning and asset management.
"I am passionate about helping you make wise financial decisions."
In 2001, I began my career in finance working for a Wall St. firm but quickly became weary of the culture and conflicts of interest. Fast forward to today, I lead my own Registered Investment Advisory firm where I get to create a culture where your well-being is our highest priority.
"Your well-being is our highest priority."
My team and I continually work to be the firm that we would be excited to use personally and would eagerly recommend to our family and friends. If this sounds like the kind of team you would like to work with, click the "Contact Me" button above to send us a message or give us a call!
Joshua Knauss is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joshua Knauss is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Joshua Knauss is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Joshua Knauss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Joshua Knauss
Office Locations:
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139 Market Street
Lewisburg, PA 17837
