How OMNIWEALTH GROUP Was built around You…
OMNIWEALTH GROUP is a fee-only fiduciary wealth management firm in Lewisburg, Pennsylvania. We were founded on a simple conviction: that the most aligned way to manage someone’s money is to invest your own alongside 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 building OMNIWEALTH GROUP since 2012, 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 2018 because I saw a need for wealth management focused on the fundamentals. As a result, our investment management approach is disciplined and our investment management approach is disciplined and focused on owning quality businesses and assets with the goal of building lasting wealth and a meaningful legacy.
“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 purchased only when, in our assessment, 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 Financial Services
Josh graduates from Temple University with a degree in Finance and begins his career in financial services in Pennsylvania — where he first observed how commission-driven compensation structures create conflicts between advisors and their clients.
2012
The Partnership Begins
Joshua Knauss and John Shipman begin their working relationship, combining Josh’s investment research discipline with John’s decades of client relationship experience in Pennsylvania financial services.
2018
OMNIWEALTH GROUP Established
Joshua Knauss with John Shipman establish OMNIWEALTH GROUP as a fully independent, fee-only wealth management practice — built from day one on value investing principles and a fiduciary commitment to clients.
2019
OMNIWEALTH Investments LLC Registered
OMNIWEALTH Investments LLC formally registers as a Registered Investment Adviser with the Commonwealth of Pennsylvania — establishing the firm’s legal structure as a fee-only fiduciary RIA with no commission-based compensation.
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 manager 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.
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!!
“Client testimonial. This client is a current client of OMNIWEALTH Investments LLC and has not been compensated for this testimonial. Individual client experiences may vary and are not indicative of future performance or results.”
He and his staff have are always available to answer any questions I or my husband has. They have made it comfortable so can enjoy our retirement. I highly recommend them.
“Client testimonial. This client is a current client of OMNIWEALTH Investments LLC and has not been compensated for this testimonial. Individual client experiences may vary and are not indicative of future performance or results.”
Been with this group for 13 years. Josh and Anna are great to deal with. Friendly, knowledgable, and responsive.
“Client testimonial. This client is a current client of OMNIWEALTH Investments LLC and has not been compensated for this testimonial. Individual client experiences may vary and are not indicative of future performance or results.”
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.