Navigate your finances with confidence

Comprehensive, personalized financial planning for families and professionals navigating life’s major transitions

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Financial planning across generations

The Knowles Company is a family-owned firm providing financial planning and investment management to families, individuals, trusts, and estates. We're a father and son team, each of whom retired early from our first careers in consulting, to help others work toward the same kind of financial independence we built for ourselves. We're strictly fee-only: no commissions, no products to sell. Working with us means working with a long-term partner, one who brings decades of hands-on experience to help you and your family achieve your financial goals.

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Create confidence at every life stage

  • Group of smiling people, including a pregnant woman, family members and children, gathered outdoors in a park during autumn, celebrating and bonding.

    Plan for a family

    Whether buying your first home, getting married, or preparing for children or for their education, plan for the big changes without losing sight of the long game.

  • Two people sitting on chairs by the ocean at sunset, gazing at the bright sun over the water with a clear sky.

    Prepare for retirement

    Build the cash reserves and income strategy that helps you retire — or move into your next career, like us — on your own terms and timeline.

  • A woman in a beige sweater standing behind a woman in a wheelchair outdoors in a park with green grass and trees.

    Care for a loved one

    When a family member or loved one is in financial need, provide the necessary support while still working towards your own future.

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Six principles that have shaped our financial philosophy

We approach financial management as an integrated discipline, executed over the long term. Our philosophy has been inspired by the timeless wisdom of several financial experts, such as Thomas Stanley, Kenneth Fisher, and Warren Buffett, and shaped by decades of personal experience managing our own finances and those of others.

These fundamental principles guide our approach to financial planning.

  • Put something away every time you're paid, no matter how small, no matter where (savings or investments) and increase it whenever you can. The habit matters more than the amount.

  • Spending less than you earn creates the freedom to invest what you save, and gives you room to breathe if life throws you a setback. This is what makes "pay yourself first" possible.

  • Staying invested through the full cycle has reliably served clients better than trying to guess the highs and low. Timing it right means getting two decisions correct, not one.

  • Your asset allocation should be deliberately built around your unique risk tolerance, life stage, and goals. And they should evolve as those change, not stay fixed forever.

  • Look for quality and value on a consistent, data-driven basis rather than chasing the latest trend or whatever's performing well this particular quarter.

  • Most people build real wealth through discipline and time, not a windfall. The power of compounding will reward those who let it work for them.

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Ready to start a conversation?

The first conversation is free, with no obligation.

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