Koenig Team

350 W Burnsville Pkwy Ste 600

Burnsville,

MN

55337

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.

Resources from our team

Filters

Newsroom

The cost of college has been rising well above the rate of inflation for more than a decade, but there are some signs that annual increases are moderating, according to the CollegeBoard.

Newsroom

You’ve been thinking about it for a while, but now it’s getting close to decision time. You think you might want to retire, but you want to do it for the right reasons. So, what are the right reasons? Once you start to get serious about retirement, you realize it’s about more than just needing a long vacation. Being in the right mental and fiscal place for retirement is crucial to the retirement journey. We offer you some great reasons to take the plunge.

Newsroom

With the unofficial end of summer upon us, it’s time to think about your finances. “Wait, what? It isn’t the end of the year. It isn’t even tax time. Why can’t I just enjoy these last two days?” Relax, you can still enjoy your long weekend. But your financial plan doesn’t work when you are in a rush. The actions you take now can save you time and money at the end of the year and when taxes are due. Consider this your fall financial checklist.

Newsroom

If you are a regular reader of this column, chances are you are eagerly anticipating retirement. After all, the point about learning about saving and investing is to have the retirement you want.

Newsroom

For the last several years, we have been blessed with economic growth combined with relatively low inflation. This benefitted aggressive and conservative investors alike, and it was frankly nice not to have to think about it.

Team locations

Burnsville, MN
350 W Burnsville Pkwy Ste 600, Burnsville, Minnesota, 55337

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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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®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

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.