Broker Check

R. Knapp Financial, Inc.

R. Knapp Financial, Inc.

President & LPL Registered Representative


No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address these situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Our personalized approach to not only recognize, implement, and initiate an individual's financial needs but also your companies retirement plan needs. We will customize the plan blueprint accordingly to what fits you best.

Individual Wealth Management Consulting >

  • Investment policy review assistance
  • Investment selection support
  • Investment monitoring/committee meetings
  • Investment replacements and manager searches
  • Asset/liability studies

Plan Layout and Form Support

  • Technical assistance
  • Audit and compliance coordination
  • Compliance updates
  • Retirement income adequacy studies

Retirement Plan Consulting Program >

  • Employee Education
  • Advice
  • Employee Transitions

Fiduciary Oversight

  • Annual fiduciary review
  • Fiduciary resources
  • Fiduciary education

Provider Management and Bench-Marking

  • Annual fee and service reviews
  • Provider search
  • Transition coordination
  • Contract negotiations
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

We invite you to check out all the material on our website. Please call us if you have any questions about our firm or the range of financial products and services we provide access to. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.