Naturally Developed out of Extraordinary Partnership
Partnership is at the core of the Koenig Financial Group. It’s hard to argue with the idea that knowing your strengths and then partnering with others who have developed complimentary strengths will improve your chances for success. At Koenig Financial Group, this is what we believe.
We also believe that integrity is essential. This is why we have maintained independence from the mega banks and other financial corporations which develop and sell their own financial products. Koenig Financial Group has no incentive to sell a particular product, no goals set by a parent company, and no need to provide profits to a company’s shareholders.
We aren’t trying to be everything to everyone. We provide expert advice built from a sound financial plan and then coordinate other financial experts to execute that plan.
Our business model allows us to recommend products and services that we believe provide the best solution for our client’s unique financial situation.
We always provide free initial consultations to determine if our practice can help you with your financial goals.
If we don’t think we can help, we’ll let you know and try to find someone who can.
Koenig Financial Group has years of experience serving individuals and businesses with their financial needs. Using a broad suite of financial tools, we can help you with low expense portfolio management, financial risk reduction, values based (socially responsible) investing and tax efficient wealth transfer.