Knox Grove News

The team at Knox Grove Financial, LLC believes in giving back to their communities. We would like to recognize our COO, Jodi Viaud, and The Franklin Woman's Club, for leading the efforts in awarding college scholarships to these impressive young women! Congrats to all involved.

Allow us to introduce to you to the newest member of our Operations and Client Services team, Edwige “Eddie” Theokas. Eddie brings a strong analytical mind to the firm, great interpersonal and organizational skills, and a cooperative nature to help support her colleagues and clients. We are happy to have her part of our Knox Grove family and look forward to you working with her soon!

One would generally not associate “family, ” “community, ” and “charity” with something as technical as “Financial Group.” At Knox Grove Financial, LLC in Pennington, N.J., these three words are the foundation of their business. Christina Nash, Founder and CEO of Knox Grove Financial and advisers Brian Hartmann and Bill Stolow wouldn’t have it any other way.

Personalized attention to clients, best-in-class service to clients and the community are embedded into the backbone of the Knox Grove Financial values.

Knox Grove Financial is a boutique financial firm that offers personal, business and private services, including investment and income strategies, income tax reduction strategies, advanced estate conservation strategies, annuities, life insurance and 401k retirement plans and services. Nash says the firm offers a more holistic approach in terms of finding the best path forward for Knox Grove’s individual clients, with their client’s unique lives and goals at the forefront of operations.

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We have a new addition to our Knox Grove Family! Congratulations Brian and Liz Hartmann on your beautiful baby boy, Finn James Hartmann. 

Clients and friends of the community were invited to attend a Dinner Seminar focused on learning about the sustainable investment strategies for income and growth. At this event, attendees learned more about the investment strategies that can be used as alternatives to traditional stock and bond investments.

We had a wonderful turnout at the beautiful Boathouse of Mercer Lake. The food and presentations were great! Thank you to all that participated in this wonderful event.