A complete list of active advisors currently associated with Koenig Investment Advisory, LLC

Warmer can help you find a great advisor at Koenig Investment Advisory, LLC or one who fits your needs even better.

Koenig Investment Advisory, LLC provides discretionary portfolio management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and small business owners. As of January 2026 the firm managed approximately $258 million for roughly 293 client accounts and typically requires clients to custody assets with an independent qualified custodian. The firm uses a strategic asset allocation, core‑and‑satellite approach that emphasizes no‑load or low‑load mutual funds and ETFs supplemented by individual securities and bonds where appropriate, and conducts account reviews at least quarterly. Koenig generally manages accounts on a discretionary basis, coordinates with third‑party professionals for tax and estate matters, and supports employer retirement arrangements such as SEP, SIMPLE, and 401(k) plans while working with plan administrators as needed. Koenig issues periodic economic commentary, special reports, charts and newsletters to clients at no separate charge, a practice the brochure highlights and that is uncommon among peers. The firm also discloses operational features that are more specific than typical, including the use of standing letters of authorization consistent with SEC guidance and an explicit discussion of artificial‑intelligence and machine‑learning risks in service providers.

To learn more about the advisors currently working at Koenig Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.