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Guidance Redefined

R. Knapp Financial is here for both individual and employer retirement planning journeys.

The time to prepare for tomorrow is TODAY. R. Knapp Financial can help put you on the road to success.

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Who We Are

We are a team that is local in our roots and values but global in our reach and experience. Our team of professionals is focused on endurance and longevity – making sure our clients are prepared for whatever may lie ahead.

Meet the R. Knapp Team

What We Do

Whether you are a business owner or corporation providing a retirement plan for your employees or an individual interested in a sound retirement plan, we offer customized solutions and strategies that are tailored to your specific financial goals.

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Why We Do It

Simple: because we care. We care that our clients feel confident in their retirement planning and prepared for the future ahead.

Understand Our Mission

Are you retirement ready?

Whether you are an individual looking toward your own future or an employer providing a participant plan, R. Knapp Financial can offer guidance and support. With our knowledge of investment management processes as well as fiduciary requirements and obligations, we strive to help clients reach their retirement goals. On an employer-sponsored plan level, our experience ranges from providing retirement plan design assistance and monitoring investment performance to providing fee benchmarking and education for plan participant. On an individual investor basis, we are able to create a custom portfolio for each client designed specifically to address your needs and tailored to your unique situations. Our services are entirely focused on providing clients with guidance and strategies for a confident financial future.

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