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Koenig Team

350 W Burnsville Pkwy Ste 600

Burnsville,

MN

55337

koenig-info@wealthenhancement.com

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Meet with us

About the Koenig Team

At the Koenig Team, we pride ourselves in our extensive experience, having worked together as a team for many years. We focus on getting to know each client personally, delivering both understandable and useful financial guidance. Our comprehensive approach combines our team’s experience with insights from our RoundtableTM of financial professionals, to provide you with well-crafted plans and clear explanations of complex financial topics. We are committed to helping our clients feel confident about their financial futures, and that their families are well-prepared for whatever comes next. Reach out today to experience a personalized approach to your financial journey.

Advisory Team

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Preston Koenig

CFP®

Senior Vice President, Financial Advisor

Burnsville, MN

Resources from our team

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Newsroom

Pioneer Press: End-of-Year Gifting

It’s been a solid year for most investors. For those who are charitably inclined, this holiday season could be a good time to share your good fortune and consider gifting to the family members, friends and causes you care about. It’s also the time of year when our clients are looking ahead to tax season and are asking about ways to give both thoughtfully and tax-efficiently. 
Margaret Webb

Newsroom

Pioneer Press: Everyone Needs a Will, But What About a Trust?

Not having an estate plan can lead to a longer estate-settlement process (also known as probate), potential confusion and disagreements among family members over your end-of-life care and increased legal fees and court costs that your loved ones may have to bear.
Margaret Webb

Newsroom

Pioneer Press: Why Financial Literacy Matters

Financial literacy is knowing how to make smart decisions with your money. And sadly, too few Americans understand how to create a budget, manage a credit card, or save and invest for major goals such as a first home or retirement. The US Financial Literacy and Education Commission has issued give building blocks of financial literacy (c“My Money Five”) that everyone should master when making day-to-day decisions about their finances.
Margaret Webb

Newsroom

Pioneer Press: Thinking Outside of The Bucket List

Let’s assume you’ve done a good job saving through your retirement account at work or on your own through a brokerage or bank account. Maybe you’ve been thinking — what’s next? What will you need this money to do? Of course, you want to be sure it will help you maintain your lifestyle during a retirement that could last 20 or 30 years or more. You’ll also need enough to handle the tax bill that will come each year.
Margaret Webb

Newsroom

Your Money: The Great Resignation: Myth or Reality?

One of the fastest trending economic stories this year has been the “Great Resignation,” a phenomenon that’s tied to the record number of people who quit their jobs in April 2021. In July, that record was broken, as it was again in August and September. Media reports have pounced on these job “quits” as evidence that American workers are removing themselves from the workforce at an unprecedented rate.
Margaret Webb

Team locations

Burnsville, MN
350 W Burnsville Pkwy Ste 600, Burnsville, Minnesota, 55337
(952) 895-1670
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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.