Your Financial Advisor Firm
Investment Management Firm with a Financial Planning Legacy
Fee-Only Fiduciary Investment Advisor Serving all of Pennsylvania
OMNIWEALTH GROUP is built on the shoulders of a partnership foundation. Josh Knauss and John Shipman’s working relationship goes back to 2012.
OMNIWEALTH GROUP is a Fee-Only Fiduciary Financial Advisory Firm located in Lewisburg and serving all of Pennsylvania. Josh and John have complimentary expertise that sets OMNIWEALTH GROUP clients up for success in reaching their wealth and retirement goals.
The whole OMNIWEALTH GROUP team is committed to providing white glove concierge level service to make sure you feel valued in our relationship as your financial advisor.
OMNIWEALTH GROUP Timeline as Financial Firm
1970
John Shipman received his Series 1 Investment License.
1998
John completed his first financial plan for a client.
2000
John Co-founds 18th Street Financial establishes investment partnership.
2001
Josh Knauss graduates from Temple University and begins his career in finance on Wall Street.
2012
Josh Knauss partners with John Shipman.
2018
Josh Knauss establishes OMNIWEALTH GROUP.
2020
OMNIWEALTH GROUP becomes Fee Only IRA.
2021
Under Mentorship of John Shipman, Josh Knauss establishes OMNIWEALTH INVESTMENTS.
A Family Owned Financial Advisor for Your Family
Our family-owned investment management firm is not like the big Wall Street firms. We provide high-level investment research + strategy with a relationship focused customer service model.
Our investment philosophy is focused on buying quality businesses and assets that have more upside potential than downside risk.
We don’t get commissions or ever sell products that give us kickbacks. Our financial incentive is aligned with your interests as a fee-only fiduciary.