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

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Newsroom

All of the best investment strategies in the world depend on one thing, saving. Prioritizing and setting aside money for retirement is the first step toward meeting your financial goals in retirement. So why don’t more people do it? Two reasons. They don’t think they will ever retire, and they don’t think they can afford it. We have news for you. You probably will, and you probably can. Here are some tips for making it so.

Newsroom

If you’re like us, you probably can’t wait to get out of the house. With vaccines slowly getting us back to normal, a lot of folks are considering rewarding themselves with an overdue vacation.

Newsroom

Have you noticed lately that every time you pick up the phone, it’s someone trying to scam you? You’re not alone. With stimulus checks on the way and people wondering when their check will arrive, scammers are cashing in on the uncertainty.

Newsroom

When it comes to personal finance, timing is everything. Time gives you compounding interest. Knowing when to retire or start drawing Social Security has an enormous impact on achieving your financial goals. Failing to understand where you are in your path to retirement causes you to make mistakes. Baby Boomers, Gen Xers and Millennials need to be conscious of these common pitfalls.

Newsroom

Before we wish you all a happy New Year, we would like to take a brief moment to reflect on 2020 and give it the send off it deserves. So here it is… Dear 2020, don’t let the door hit ya’. With that out of the way, a lot of things did happen in 2020, and some of them likely impacted your financial situation. If 2020 took you by storm, you might have some extra work to do to make sure your financial plan is back on track.

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.