KNEPP
LEGACY
PROGRAM
LEGACY
PROGRAM
You’ve Been Introduced to Knepp Wealth Management
Someone you know and trust thought it might be worthwhile for you to get to know us. Whether you’re interested in attending an educational event, speaking with an advisor, or simply learning more, you can start here — with no pressure and no obligation.
How Would You Like to Connect?
We act in your best interest — whether that’s personalized retirement planning, wealth management, insurance solutions, or protecting your legacy with thoughtful strategies.
Attend an Educational Dinner Seminar
Learn in a relaxed, educational setting and get introduced to the Knepp team.
Schedule a Conversation
Have a one-on-one conversation about your questions, goals, and what matters most to you.
Learn More First
Get to know Knepp Wealth Management and our approach before deciding whether you’d like to take another step.
Meet Knepp Wealth Management
Guidance Built Around Your Life
Founded by Jon-Jon Knepp, Knepp Wealth Management provides fiduciary financial guidance designed around each client’s goals, circumstances, and stage of life.
With more than 20 years of experience, the team focuses on helping individuals and families bring greater clarity and confidence to their financial decisions.
How We Can Help
We act in your best interest — whether that’s personalized retirement planning, wealth management, insurance solutions, or protecting your legacy with thoughtful strategies.
Indiana-Based. Nationwide Reach.
You Don’t Have to Live Nearby to Work With Us
Knepp Wealth Management is based in Indiana but works with clients across the United States. Whether you’re local or several states away, our team can make connecting simple.
Why Active Wealth Management Matters
Markets change. Life changes. Your strategy should too.
We utilize portfolio platforms to help evaluate risk, assess potential opportunities, and adapt to changing conditions—while staying aligned with your long‑term goals and retirement income needs. Our focus is not reacting to headlines, but maintaining clarity, confidence, and alignment through every phase of life.
Start Here
Let’s Start With a Simple Introduction
Tell us a little about yourself and how you’d like to connect. The form should only take a minute or two.
- Your information stays private
- Choose how you prefer to be contacted
- There’s no obligation to move forward
Personal Information
Forbes Finance Council Member
Membership in the Forbes Finance Council is based on meeting certain business owner criteria and payment of an annual membership fee. It is not an award or recognition from Forbes, nor does it represent an endorsement, ranking, or evaluation of advisory services. Any articles published through the Council are part of the membership program and are not editorial contributions selected by Forbes.
