How OMNIWEALTH GROUP Was built around You…
OMNIWEALTH GROUP is a fee-only fiduciary wealth management firm in Lewisburg, Pennsylvania. We were founded on the belief that the only honest way to manage someone’s money is to invest your own with it.
50 + Years
Combined Experience
2012
Joshua Knauss Partners with John Shipman
100%
Fee-Only, No Commissions
Based in PA
Lewisburg + All of Pennsylvania
Investment Advisor Who Puts Your Needs First
After 13 years of managing portfolios at OMNIWEALTH GROUP, I have all sorts of clients come into our firm who have never had an advisor who had their best interests in mind.
I founded OMNIWEALTH GROUP in 2012 because I saw a need for wealth management focused on the fundamentals. As a result, our investment management approach is disciplined and primed to build wealth and create a legacy through owning quality businesses and assets.
“If I wouldn’t invest my own family’s money in it, I won’t recommend it to a client. That’s not a policy but it’s a standard I set before we opened our doors.”
— Joshua Knauss, CFP®, CEO & CIO
My convictions lead me to build a fee-only fiduciary RIA firm focused on owning quality assets. For example, we only buy individual businesses and securities, not investment products.
However, this investment approach isn’t for everyone.
It requires:
✓ A 10+ year time horizon
✓ Comfort with short-term volatility
✓ Trust in business fundamentals over market noise
✓ A preference for transparency over complexity
Intentional Investment Management Philosophy
THE OMNIWEALTH GROUP Advantage
Every security in your portfolio has been stress-tested, modeled, and bought only when it offered a meaningful margin of safety.
Fee-Only
No commissions ever.
Fiduciary
We act in your best interest.
Skin in the Game
Advisor's capital invested alongside yours.
A History of Client-First Investing in Pennsylvania
2001
Joshua Knauss Enters Finance
Josh graduates from Temple University and begins his career in finance on Wall Street, the experience that would later fuel OMNIWEALTH GROUP’s founding conviction.
2012
The Partnership Begins
John Shipman + Joshua Knauss begin their working relationship combining Josh’s investment research discipline with John’s decades of client relationship experience.
2018
OMNIWEALTH GROUP Founded
Joshua Knauss establishes OMNIWEALTH GROUP in Lewisburg, PA. It was built from day one on fee-only, fiduciary principles and value investing methodology.
2020
Becomes Fee-Only RIA Firm
OMNIWEALTH GROUP formally registers as a Fee-Only Registered Investment Advisor, removing all commission structures and conflicts of interest permanently.
2021
OMNIWEALTH Investments Launched
Under John Shipman’s mentorship, Josh Knauss launches OMNIWEALTH Investments, formalizing the firm’s research-driven, value investing portfolio management approach.
A Team Built Around You, Not Around Products
Every person at OmniWealth serves one purpose: making sure your wealth is managed with the same care and conviction we’d apply to our own.
Joshua Knauss, CFP®
CEO & Chief Investment Officer
John Shipman, CIC, LUTCF
Partner Emeritus
Anna Hoke, FPQP®
Executive Assistant & Client Relations
Stephanie Knauss
Director of Operations
Shelby Englehardt
Financial Planning Associate
The Principles That Have Guided Every Investment Decision Since Day One
01
Skin In The Game
Our portfolio managers invest their own capital in every stock we recommend. This is not a policy but is a personal standard. Therefore if we wouldn’t own it, you won’t either.
02
Fiduciary Always
We are legally and ethically obligated to act in your best interest. Since we are fee-only fiduciaries, we earn no commissions, accept no kickbacks, and sell no products.
03
Research Over Emotions
Every investment decision is built on financial models and stress tests, not market sentiment, trending narratives, or emotional reactions to volatility.
04
Full Transparency
You know every stock in your portfolio, why we own it, and when we plan to sell it. Ultimately, our quarterly client letters explain every decision in plain language.
05
Long-Term Thinking
We’re not traders. We buy quality businesses built to last and hold them for 5–10 years. In short, we measure success in decades, not quarters.
06
Tailored to Fit Your Needs
No legacy holdings, no generic model portfolios. Therefore every client portfolio is built from scratch around your goals, tax situation, and ethical preferences.
We’re Not a Wall Street Firm. We Never Wanted to Be.
Our family-owned firm is based in Lewisburg PA and serves all of Pennsylvania with our roots in investment management in Central Pennsylvania.
Joshua Knauss is the advisor who manages your assets and is the one who makes the decisions. As a result, OMNIWEALTH GROUP was designed to be relationship-focused instead of our clients just being a number.
For example, Josh invests his money alongside his clients because he believes in his investment philosophy completely. In addition, his vision is to help business owners, executives, and pre-retirees throughout Pennsylvania and eventually nationally build wealth and leave a lasting legacy.
Your advisor Josh is involved in his local church and desires to use his unique gifts and skills to help build the community through intentional financial wisdom and helping families grow their wealth.
What Our Clients Say
So thankful for your business and for the personal interest you take in your clients!
And of course for your wisdom and business savvy!!
Been with this group for 13 years. Josh and Anna are great to deal with. Friendly, knowledgable, and responsive.
OMNIWEALTH is affiliated with the following organizations:
You’ve read our story.
Now let’s hear yours.
A no-obligation conversation is the first step. We’ll tell you honestly whether OMNIWEALTH GROUP is the right fit.
And if we’re not, we’ll tell you that too.