Winnie Knapp
Certified Financial Planner™, CFP®, MSFP
Transcend Financial Advisors was founded to address that gap.
Our work centers on intentional, fiduciary planning—helping clients design diversified strategies that work cohesively across wealth growth, retirement planning, family protection, and legacy. Rather than focusing on products or short-term tactics, we build coordinated financial frameworks aligned with your values and long-term vision.
We operate as a fiduciary. All advice is provided in our clients’ best interest, with transparency, education, and clarity at the foundation of every engagement.
Our Mission
Our mission is to provide fiduciary-led wealth planning for business owners and high-achieving professionals—bringing clarity, alignment, and long-term confidence to complex financial lives.
Explore how our fiduciary approach brings structure, clarity, and long-term alignment to complex financial lives.
At Transcend Financial Advisors, we provide holistic, end-to-end wealth planning designed for business owners and high-achieving professionals with complex financial lives.
We take an integrated approach—aligning investments, taxes, cash flow, business interests, and legacy planning into one coordinated strategy. As a fee-based fiduciary financial advisor, we act solely in our clients’ best interests, helping them build diversified wealth strategies, optimize taxes, and protect long-term financial independence and legacy.
Our Philosophy
Why Clients Choose Us
Business owners and high-achieving professionals turn to Transcend Financial Advisors because their financial lives are complex, decisions carry weight, and time is precious. They seek a fiduciary advisor who understands the realities of business ownership, anticipates challenges, and translates complexity into clear, thoughtful guidance.
With Transcend, clients gain more than financial advice—they gain a trusted long-term partner who stands beside them, helping them move forward with confidence, calm, and enduring clarity, so their wealth supports both the life they are building and the legacy they wish to leave.