Joshua Knauss, CFP®

CEO & Chief Investment Officer

Josh is a lifelong learner and ardent value investor, committed to helping clients grow their wealth and create a lasting legacy for their family and community. Josh is a Certified Financial Planner™ and a Level 2 CFA candidate who believes that if an investment is good for him it’s also good for his clients, and vice versa. That is why he invests all of his personal wealth right alongside his clients — because incentives matter!

He’s also deeply rooted in his faith and community, serving as Chairman of the Board at Camp Susque and an active member of his church. When Josh is not analyzing investment opportunities or meeting with clients, he is typically on a court, in a gym, or in the great outdoors with his wife, Stephanie, and their 4 children. They reside on a farmette in the greater Lewisburg with their horse, Klover, and a bunch of chickens.