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Integrity. Independence. Effectiveness. Longevity.

Like the oak tree, our roots run deep. Experience the R. Knapp Financial difference.

Our mission is to help our clients realize their financial goals while minimizing exposure to unnecessary risk.

Unlike larger firms that may be held captive to the proverbial corporate shackles, we are an independent firm working with clients of varying sizes, from small and mid-sized businesses and their employees to individual participants and their families. This allows us to provide customized solutions and strategies that fit your specific needs. We also offer access to high quality information to keep you informed and educated, including industry analysis, reference videos and articles, and other helpful content.

Our team takes a proactive approach to helping you develop a strategy to address your financial goals and objectives. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address these situations as they occur. Our goal is to keep you on track towards a meaningful and purpose-driven financial future.