Meet the Fee-Only Fiduciary
Wealth Management Team
Behind OmniWealth Group
Every member of our investment advisory team in Lewisburg, Pennsylvania is here for one reason, which is to make sure your wealth is managed with the same care and discipline we’d apply to our own.
Based in PA
Lewisburg + All of Pennsylvania
Fee-only
No commissions or product sales
100%
Fee-Only, No Commissions
At OMNIWEALTH GROUP, every person on the team is oriented around the same commitment: fee-only, client-first service, with no commissions and no conflicts. The fiduciary standard that governs our investment advice shapes how everyone here operates.
We use the latest technology so that no matter who you speak with, every team member is fully informed and collaborating toward your financial success. Which means no silos and no handoffs to people who don’t know your account. Therefore, you get direct, knowledgeable service from day one.
Joshua Knauss, CFP®
Josh is OMNIWEALTH GROUP‘s founder, CEO, and Chief Investment Officer. In addition, he is the sole decision-maker on every investment in your portfolio.
A Certified Financial Planner™ who began his career in financial services after graduating from Temple University in 2001, where he witnessed firsthand how commission-driven incentives can lead advisors away from their clients’ best interests.
That conviction led him to build OMNIWEALTH GROUP as a fee-only fiduciary wealth management firm in Lewisburg, Pennsylvania. As a result, it’s a firm where the investment advisor’s own capital is invested in every stock recommended to clients.
As a value investor rooted in the principles of Benjamin Graham, Josh builds financial models for hundreds of businesses each year, stress-testing each one before buying. Only a handful make the cut.
“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, it’s a standard I set before we opened our doors.”
— Joshua Knauss, CFP®, CEO & Chief Investment Officer, OMNIWEALTH GROUP
Josh is a lifelong learner and ardent value investor, deeply rooted in his faith and community. He serves as Chairman of the Board at Camp Susque and is an active member of his church.
Outside the office, he’s typically on a court, in a gym, or in the outdoors with his wife Stephanie and their four children. The family lives on a farmette in the greater Lewisburg area.
John Shipman
John Shipman is the foundational figure behind OMNIWEALTH GROUP‘s culture of client-first wealth management.
His professional career in Pennsylvania financial services stretches back to 1970 — over five decades of helping families and individuals protect and grow their wealth.
John co-founded 18th Street Financial in 2000, completed his first formal financial plan for a client in 1998, and began his partnership with Josh Knauss in 2012 — a collaboration that would eventually become OMNIWEALTH GROUP. OMNIWEALTH Investments LLC, the firm’s registered investment advisor, was established in 2019.
Under John’s mentorship, Josh launched OmniWealth Investments in 2019, formalizing the firm’s research-driven investment approach.
As Partner Emeritus, John’s legacy runs through everything OMNIWEALTH GROUP does: the emphasis on personal relationships over transactions, the commitment to understanding each client’s full picture, and the conviction that great wealth management is built on trust earned over decades, not quarters.
Why John’s history matters to you: When you work with OMNIWEALTH GROUP, you benefit from over 50 years of Pennsylvania wealth management experience embedded in the firm’s culture — combined with Josh’s modern, research-driven investment philosophy. That combination shapes everything we do at OMNIWEALTH GROUP.
The People Who Make Wealth Management Feel Personal
Behind every great investment advisor is a team that makes the client experience seamless. At OMNIWEALTH GROUP, these three professionals ensure that every interaction from your first call to your quarterly review reflects the firm’s fee-only, client-first standard.
Anna Hoke, FPQP®
Executive Assistant & Client Relations
Anna is typically the first voice clients hear when they call OMNIWEALTH GROUP — and for many, she’s become a trusted constant in their financial lives. Her FPQP® designation reflects a genuine foundation in financial planning concepts — which means when you call, you’re talking to someone who understands your world, not just a receptionist.
With OMNIWEALTH GROUP since 2018, Anna has been part of the firm’s growth from the beginning. She handles client service, scheduling, and the day-to-day relationship management that keeps the wealth management experience feeling personal and responsive.
Outside work: family, campfires, church, and exploring new places.
Stephanie Knauss
Director of Operations
Stephanie is the operational backbone of OMNIWEALTH GROUP. As Director of Operations, she ensures that the firm’s wealth management processes run with the same discipline and attention to detail that Josh applies to portfolio management — so that when you interact with OMNIWEALTH GROUP, everything works exactly as it should.
A Bucknell graduate with a master’s degree from Wilkes University, Stephanie brings academic rigor and organizational precision to a firm where getting the details right is never optional.
Outside work: equestrian training (riding since age 7), cello, and family life on the Knauss farmette in Lewisburg.
Shelby Englehardt
Financial Planning Associate
Shelby joined OMNIWEALTH GROUP after completing her B.S. in Finance — in just three years — at Susquehanna University. As a Financial Planning Associate, she supports clients through the financial planning process and is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ program, with her CFP® exam scheduled for 2026.
Her energy, curiosity, and genuine investment in clients’ financial journeys make her a natural fit for a fee-only firm where everyone is expected to care about the outcome as much as the client does.
Outside work: travel, church, and Florida beach trips with her husband.
A Wealth Management Team That’s Invested in You — Literally and Figuratively
01
Your Portfolio Manager Knows You + Talks with You
Joshua Knauss is the investment advisor who analyzes, selects, and monitors every stock in your portfolio. While Josh’s focus is investment analysis and research, he is still there to talk over larger decisions and guide you along your wealth journey.
02
A Team That Knows Your Name — You’re Not Just a Number
From Anna’s first call to Shelby’s financial planning support, every member of the OMNIWEALTH GROUP wealth management team is oriented around your experience. This is what fee-only, client-first service looks like in practice .
03
Your Advisor’s Money Is Invested Right Beside Yours
Josh invests his own capital in the same securities he recommends to clients — if he won’t put his own money in it, he won’t recommend it to you. This is what true alignment actually looks like in practice.
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.
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.