Knepp WM LLC

Wealth Management, Built Around Your Life

Fiduciary, Series 65‑licensed guidance with a tailored approach to helping you structure, manage, and align your financial strategy.

Series 65 Licensed • Fiduciary • Proudly Serving Indiana

Find Your Wealth Score
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What's Your K.N.E.P.P. Score?

In five minutes, evaluate how your financial strategy performs across the five pillars of the K.N.E.P.P. Wealth Strategy.

Know Your Numbers
Understand exactly where you stand financially.

Navigate Risk
Ensure your strategy can handle market shifts and life changes.

Efficient Tax Strategy
Structure your wealth to keep more of what you’ve worked hard to build.

Portfolio Optimization
Align your investments with your goals while managing unnecessary risk.

Plan Your Legacy
Make sure your wealth supports the people and causes you care about.

Begin K.N.E.P.P Assessment

5 questions · Takes less than 5 minutes

Step 1 of 6

Know Your Numbers
Understand exactly where you stand financially.

Do you currently have a written financial strategy that brings your investments, taxes, and retirement goals together?(Required)

Analyzing Your K.N.E.P.P. Wealth Strategy

We’re evaluating how your financial strategy performs across the five pillars of the K.N.E.P.P. framework.

Estimated time: 20–30 seconds

  • Reviewing your financial position
  • Assessing your risk readiness
  • Evaluating tax efficiency opportunities
  • Analyzing portfolio alignment
  • Mapping your long-term legacy strategy
Would you like a complimentary review of your results? 

No obligation. A K.N.E.P.P. advisor will walk you through your score and next steps.

Retake Assessment

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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 financial plan 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

experience
20+ Years of Experience

Guiding individuals and families through every stage of life.

guidance
Multi-Generational Guidance

Supporting individuals and families through retirement and legacy planning.

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Fiduciary Client-First Approach

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

nationwide reach
Indiana-Based Nationwide Reach

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

How We Help: Our Proven Process

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

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Discover & Align

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

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Design the Plan

We create a coordinated wealth plan that aligns investments, taxes, income, and protection.

implementation
Implementation

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

active management
Active Management

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 actively manage portfolios to help manage risk, identify opportunity, 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.

Schedule a Conversation
Jon Jon Knepp Kelly Tully Financial Advisors Fishers
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“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

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Meet Jon-Jon Knepp

Founder & President | Investment Advisory Representative

Jon-Jon Knepp founded Knepp Wealth Management to deliver intentional, fiduciary-focused wealth management for individuals and families navigating retirement and long-term financial decisions.

With over 20 years of experience, Jon-Jon helps clients move from uncertainty to clarity by building plans — not just portfolios — designed to adapt as life evolves.

Talk to Jon-Jon About Your Strategy

Meet Kelly Tully

Investment Advisor & Licensed Life Insurance Agent

Kelly Tully is an Investment Advisor and Licensed Life Insurance Agent with Knepp Financial Group, where she has been helping clients build, manage, and protect their financial futures since 2019. 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.

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Frequently Asked Questions

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

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

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Forbes Finance Council Partnership

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

Featured Articles

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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.

Schedule a Conversation
Call Us At: 317-827-2037

By using this website, you accept our Terms of Use and Privacy Policy. Information within this website may have been provided by third parties, including images displayed, and, while we believe this information to be accurate, we have not independently verified such information. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, advisory fees, and expenses. Our investment advisory services are designed to assist clients in achieving discrete financial goals, but do not include tax or legal advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities.

Advisory services are offered as Knepp Wealth Management. which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Insurance products and services are offered through Knepp Wealth Management. which is independent of GWM.

The content on this webpage is intended solely for informational purposes and is subject to the regulatory requirements applicable to GWM. Other pages on this website may contain content that is not subject to the same regulatory standards and should not be construed as part of GWM’s regulatory communications or offerings.

Links to third‑party websites, media articles, scheduling tools, or rating organizations are provided for convenience. Knepp Wealth Management does not control or endorse the content, opinions, security, or privacy practices of any third‑party site. Any third‑party ratings, listings, or recognitions are based on the criteria of the issuing organization and should not be interpreted as an endorsement or assurance of the quality of advisory services.

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