Request Your Professional
Wealth Consultation.

A no-obligation conversation with Joshua Knauss, CFP® — OmniWealth Group’s fee-only fiduciary investment advisor in Lewisburg, Pennsylvania. Schedule your discovery call, ask a question, or visit us in person.

Visit Us

519 N Derr Dr Route 15
Lewisburg, PA 17837

Call Us

570-939-1965

Text Us

570-939-1965

Email Us

info@omniwealthgroup.com

Here’s Exactly What Happens After You Reach Out

No sales pressure. No hard close. No obligation at any stage. Here’s the path from first contact to deciding whether OMNIWEALTH GROUP is right for you.

1 We Respond Same or Next Business Day

Shelby or a member of the OMNIWEALTH team responds to your message directly — not a scheduler, not a call center. We acknowledge your inquiry and set up a time for a discovery call that works for your schedule.

Within 1 Business Day

2 Discovery Call — A Genuine Conversation, Not a Sales Pitch

A 15-20 minute call with Shelby. She listens to your situation, explains OMNIWEALTH‘s fee-only fiduciary approach, and gives you both the information needed to determine whether this is the right fit — honestly.

15–20 Min · No Obligation

3 In-Person Wealth Consultation — Meet Josh Before You Commit

If the discovery call confirms a fit, we schedule a one-hour professional wealth consultation at our Lewisburg, Pennsylvania office. A deeper conversation — your goals, your portfolio, your questions answered directly — before either party commits to anything.

~1 Hour · Lewisburg PA

100%

Fee-Only (No Commissions)

Fiduciary

Always in Your Best Interest

20+ Years

Investing Experience

Independent

No Product Sales

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis and portfolio management.

Not Ready to Reach Out Yet?

No Problem. Here’s Where to Go Next.

If you’d like to learn more before getting in touch, here’s what most prospects find most useful before scheduling their wealth consultation.

Understand the Approach

Why Choose OMNIWEALTH GROUP

Fee-only, fiduciary, independent, skin in the game. Six reasons OMNIWEALTH is structurally different from every other wealth advisor — with a full comparison table.

See Why OMNIWEALTH GROUP →

Understand the Process

Our Wealth Management Process

Every phase from discovery call to ongoing management, explained in full detail — including what the in-person consultation covers and what happens after you say yes.

See the Full Process →

Common Questions

Frequently Asked Questions

Fees, minimums, account transfers, asset security, how decisions are made, and what to expect as an OmniWealth client — answered directly.

Read the FAQs →

Ready to invest alongside us?

Start with a no-obligation conversation. We’ll tell you honestly if we’re the right fit.

Schedule Discovery Call

Request Your ProfessionalWealth Consultation.