Knepp Financial Group

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!

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

🎉 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! 👏

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/