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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Blog

Our most recent column focused on the topic of financial wellness and how to achieve it through things like becoming more financially literate, tracking spending, and monitoring your asset allocation policy once a year, among other activities. Today’s article discusses the whole point of achieving financial wellness, which is to become financially independent.

Blog

Asset allocation is the process of dividing your investment dollars among various asset categories, typically stocks, bonds, and cash. Generally, the more tolerant you are of risk, the more you may be able to invest in stocks. Risk-averse investors, on the other hand, may want to invest a larger portion of their portfolio in conservative investments, such as high-grade bonds or cash.

Blog

Financial management is a critical skill for everyone, but it takes on added significance for moms, who often juggle the financial well-being of their family with numerous other responsibilities. This is particularly true for single and/or working mothers who face unique challenges when it comes to financial planning. While the task can sometimes feel overwhelming, there are many financial planning tips for moms that can help you manage your family’s financial future.

Blog

When it comes to making better choices about our health, the rules are pretty simple—eat better, move more. It's simple, but it isn't easy. Many people who find success with their personal health attribute it to establishing a doable routine. They don't abide by stringent rules, deprivation diets, and unsustainable exercise regimens. Instead, they make small changes to their lifestyle habits that add up to improved health over time.

Blog

A lot goes into being an estate executor. It’s a responsibility that shouldn’t be taken lightly, and that’s why it’s so important to find the right person for the job when you’re putting together your estate plan.

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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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.