A complete list of active advisors currently associated with Knode Wealth Management LLC

Warmer can help you find a great advisor at Knode Wealth Management LLC or one who fits your needs even better.

Knode Wealth Management provides discretionary investment management and both project‑based and ongoing financial planning to individuals, high‑net‑worth clients, businesses, retirement plans, and charitable or institutional entities. Its planning services cover retirement, estate, tax, business, cash‑flow and risk‑management topics and include coordination with attorneys, accountants, insurance agents, and third‑party investment managers. The firm constructs portfolios using fundamental analysis, mutual fund/ETF evaluation, and a generally long‑term orientation while permitting short‑term trades when warranted, and it may engage Outside Managers to implement specialized strategies. Knode also offers tailored values‑based options — including a Biblically Responsible Investing approach — and accommodates reasonable client‑imposed investment restrictions. Compared with many peers, the principal maintains disclosed outside activities as a licensed insurance agent and as a tax preparer (each reported to occupy less than five percent of his time), which may result in separate compensation apart from advisory fees. The firm is newly registered in 2025, manages roughly $20.6 million for a limited number of client relationships, and discloses additional community and family affiliations (church finance roles and a family oil and gas entity) in its ADV.

To learn more about the advisors currently working at Knode Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.