Wealth Management, Built Around Your Life

Fiduciary guidance with a tailored approach to helping you structure, manage, and align your financial strategy.

Proudly servicing Indiana as a Financial Professional since 2005

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Built on Trust. Backed by Experience.

Founded by Jon-Jon Knepp, Knepp Wealth Management is built on a fiduciary commitment to putting clients’ best interests first.
As a Series 65–licensed advisor, the firm provides objective guidance rooted in experience, transparency, and a deep understanding that no two financial situations are the same.
Every proposal we design is tailored with intention—built to align your investments, risk exposure, and long-term goals into a strategy that evolves as your life and the markets change.

A Foundation Built for Long-Term Clarity

20+ Years of Experience as a Financial Professional

Guiding individuals and families through every stage of life.

Multi-Generational Guidance

Supporting individuals and families through retirement and legacy planning.

Fiduciary Client-First Approach

Advice always aligned with your best interests—clear, objective, and transparent.

Indiana-Based Nationwide Reach

Local roots with the ability to serve clients across the U.S.

Do You Have a
Portfolio...Or a Plan?

A Portfolio Reacts. A Plan Leads.

A portfolio is a list of investments — stocks, bonds.

A plan is a coordinated strategy that connects those investments to your goals, your stage of life, your risk tolerance, and your purpose.

A portfolio reacts to the market.
A plan adapts to you.

And that difference is where many investors overlook opportunities to better align their strategy with their goals.

How We Help: Our Planning Process

From discovery to ongoing review, our process is designed to give structure, clarity, and confidence at every step.

Discover & Align

We take time to understand your goals, life stage, and risk tolerance so your strategy starts with purpose.

Design the Plan

We create a comprehensive financial plan that brings together the key elements of your financial life into one coordinated strategy.

Implementation

Your plan is executed thoughtfully, helping each component work together effectively.

Strategy Reviews

We monitor and adjust your strategy over time to stay aligned as markets and life evolve.

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.

“The old way of ‘set it and forget it’ doesn’t work anymore. Today, you need a plan that moves with you.”

– Jon-Jon Knepp, Founder & President

Meet Jon-Jon Knepp

Founder & President | Investment Advisory Representative

Jon-Jon Knepp is the Founder and CEO of Knepp Financial Group, an insurance-licensed entity, and the Founder and a Fiduciary Advisor with Knepp Wealth Management. For more than 20 years, he has helped individuals and families navigate stages of planning for retirement , from growing wealth during their working years to creating reliable income, providing options to protect their savings, , and building lasting financial confidence in retirement.

Jon-Jon believes financial planning should never begin with products. It should begin with people. Every relationship starts with listening, understanding your goals, your concerns, your family, and what you want your financial future to look like. From there, he develops personalized strategies that bring together financial products, retirement income, acknowledgement of your risk tolerence and long-term planning into one coordinated approach.

Clients appreciate Jon-Jon’s ability to make complex financial decisions easy to understand. His educational, straightforward style helps people cut through the noise, understand their options, and make confident decisions. His goal is simple: to help every client leave with greater clarity than when they walked in.

A graduate of DePauw University, Jon-Jon has spent more than two decades building a reputation for trust, integrity, and long-term relationships with the families he serves. Whether someone is planning for retirement, transitioning into retirement, or already enjoying it, his goal remains the same: to help clients feel organized, informed, and confident about the financial decisions they’re making.

Outside the office, Jon-Jon and his wife, Jennifer, are raising their four children. You’ll often find him coaching youth basketball, spending time boating or fishing, or simply enjoying time with his family.

Meet Kelly Tully

Investment Advisor & Licensed Life Insurance Agent

Kelly Tully is an Investment Advisor and Licensed Life Insurance Agent with Knepp Financial Group. She takes a thoughtful, client-centered approach, working closely with individuals and families to develop strategies aligned with their long-term goals and values.

Kelly focuses on retirement planning, wealth management, and long-term care considerations, helping clients prepare for both the expected and the unexpected.

Frequently Asked Questions

Helping you better understand how we work and what to expect.

What does it mean to be a fiduciary?

A fiduciary is legally obligated to act in your best interest — placing your needs ahead of commissions, products, or incentives.

Who is wealth management for?

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How is Knepp different from traditional advisors?

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What is active wealth management?

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How do I get started?

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Forbes Finance Council Membership

Through our membership with Forbes Finance Council, we publish thought leadership focused on real-world financial challenges facing today’s investors.

Ready to Build a Plan That Moves With You?

Let’s create a strategy that evolves with your goals, your timeline, and your retirement needs.

Wealth Management, Built Around Your Life

Built on Trust. Backed by Experience.