About the Koenig Team
Wealth Management in Burnsville, MN
The Koenig Team at Wealth Enhancement provides personalized wealth management in Burnsville, MN, for individuals, families, retirees, executives, and business owners seeking coordinated financial guidance. Led by Preston Koenig, an advisor recognized by AdvisorHub¹, Five Star Professional², and Forbes for excellence in wealth management, the team combines experienced insight with a warm, collaborative client experience.
Each client receives guidance tailored to their goals, financial complexity, family priorities, and long-term vision. Our approach is designed to help clients move forward with greater clarity, confidence, and direction.
The Koenig Team Advantage
Comprehensive Financial Planning and Investment Management
The Koenig Team helps clients coordinate the major areas of their financial lives through comprehensive financial planning, investment management, retirement income planning, estate planning strategies, tax-aware planning, risk management, insurance planning, and legacy planning.
Our planning process is built around each client’s unique circumstances, whether they are preparing for retirement, managing significant assets, planning for future generations, selling a business, or seeking a fiduciary financial advisor in Burnsville, MN.
A Long-Tenured Team Focused on Client Service
Preston Koenig works alongside a long-tenured team he has partnered with for many years, including Helen Johnson, Associate Financial Planner, and Andrea Bevanda, Senior Client Service Manager. Their experience working together allows the Koenig Team to provide a well-coordinated advisory relationship built on thoughtful analysis, proactive support, and clear communication.
Clients benefit from a team-based planning experience that emphasizes responsiveness, continuity, and advice that is easy to understand and act on.
Serving Burnsville, the Twin Cities, and Minnesota Communities
Based in Burnsville, MN, the Koenig Team serves clients throughout Burnsville, Apple Valley, Eagan, Lakeville, Prior Lake, Savage, Bloomington, Minneapolis, St. Paul, and surrounding Twin Cities communities. For clients seeking wealth management in the Minneapolis-St. Paul metro area, our team offers personalized guidance backed by a disciplined planning process.
Backed by Wealth Enhancement Resources
As part of Wealth Enhancement, the Koenig Team provides access to expanded planning resources, including Trust Services and the multidisciplinary Roundtable™ of specialists. These resources support clients with complex needs across investment management, financial planning, retirement income planning, estate planning, tax strategies, and risk management and insurance.
Through comprehensive planning, thoughtful communication, and institutional-level resources, the Koenig Team helps clients address complexity with confidence and build a financial strategy designed around what matters most.
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Recognition and advisor rankings
1. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023
2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021, 2022, 2023, 2024, or 2025. FIVE STAR Wealth Managers.
Advisory registration held with Wealth Enhancement Advisory Services, a registered investment advisor. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law.
2025: Awarded 11/1/24 for the period 3/13/24-10/29/24.
2024: Awarded 12/1/23 for the period 3/13/23-9/29/23.
2023: Awarded 12/1/22 for the period 3/14/22-10/18/22.
2022: Awarded 12/1/21 for the period 3/29/21-10/8/21.
2021: Awarded 12/1/20 for the period 3/30/20-10/23/20.
1. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023
2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021, 2022, 2023, 2024, or 2025. FIVE STAR Wealth Managers.