Joshua Knauss, CFP®

CEO & Chief Investment Officer

Josh is a lifelong learner and ardent value investor, committed to helping clients build wealth and create a lasting legacy for their family and community. A Certified Financial Planner™ with a CFA Level I examination pass (2017), Josh believes that advisor and client interests should be completely aligned — which is why he 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.

He’s 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 four children. The family lives on a farmette in the greater Lewisburg area with their horse, Klover, and a bunch of chickens.