The Mission


At KFG we strive to provide a Premium Wealth Management experience while maintaining lower than industry average fees.

The Method


To accomplish our mission, we deliver operational excellence by using best in class technology, partners, and processes.

 

 

Who We Are

A team focused on continuous improvement in all that we do. 

Dedicated to delivering premier service levels consistently through a focus on and refinement of our processes.

Building the organizational muscle to eagerly apply improvements, not resisting change, nor accepting the status quo.

We have built our operations with a focus on being efficient and cost effective, allowing us to serve both the high net worth family who seeks value and those families who aspire to be high net worth. That is, we serve those families who are working towards or have achieved their financial goals through living a life with the same motivation and grit that our KFG team has.

 

Meet The Team

 

 

Sarah chaddick

Client Service / HR

 

 

Jodie

Office Manager / Insurance

 

 

Dave

Operations Manager

Premium Wealth Management at lower than industry avg fees* : https://www.nerdwallet.com/article/investing/how-much-does-a-financial-advisor-cost

 

Securities and Advisory services offered through Harbour Investments, Inc., Member FINRA/SIPC. Koenig Financial Group AND HARBOUR Investments, Inc. are separate companies.   Securities Licensed in (AZ, CA, CO, FL, GA, HI, ID, MA, MI, MO, NV, NH, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI)
 
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