FINANCIAL PLANNING AND WEALTH MANAGEMENT

We are a team of professionals who are dedicated to an industry that can be complex, confusing and prone to risk. Our approach, however, is simple.  We focus on your goals, develop and plan a course of action and partner with established industry professionals to provide you with customized solutions catered to your unique needs. 

With expertise in the areas of financial planning, investing and insurance, Koenig Financial Group, always has your best interest at heart.  We provide financial advice in the area of retirement plans, goal based investing and wealth transfer to local families and businesses.


Koenig Financial Group is an established financial investment firm in Downtown Edmonds.  We provide planning and wealth management services through KMS Financial Services, Inc..  When in your best interest, we can also provide appropriate insurance from dozens of highly rated insurance companies through Crump Life Insurance Services.

 

An investment advisory and Seattle based broker dealer firm, KMS Financial Services, Inc. serves clients through a network of more than 300 investment professionals located predominantly in the Pacific Northwest.

As an independent financial services firm, KMS and by extension Koenig Financial Group is able to select only the financial tools and industry partners which are believed to be in the best interest of our clients.

 

 

Without bonus, incentives or other pressure to meet misaligned corporate objectives, we work simply for you!

 

 

 Check the background of your financial professional on FINRA’s  BrokerCheck  



 

Let’s explore your goals. Let’s chart your dreams….. it all starts with a plan. 

 

Delivering trusted financial planning and wealth management services to

local families and businesses from our downtown edmonds office.

Advisory Services and Securities offered through KMS Financial Services, Inc. Member: Financial Industry Regulatory Authority ( FINRA ); Securities Investor Protection Corporation ( SIPC )

Koenig Financial Group is not a registered broker/dealer or independent investment advisory firm. This site may contain links to articles or other information that may be contained on a third-party website. KMS Financial Services does not control, adopt, or endorse content contained on third party websites.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.