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

Blog

This is the time of year when people think a lot about their physical health. Maybe you have fitness goals for this year, or maybe you need to repent of all those cookies we encouraged you to eat back in December. You probably don’t need to be reminded of all the great reasons to stay in shape, but did you know that being healthy can improve your finances? Being healthy allows you to work longer and save more. If you have an HSA, your health can even be an investment vehicle.

Blog

Is the finish line in sight? Are you imagining trading work for a little “me time”? Maybe a tropical oasis is calling your name. If so, congratulations. We hope you enjoy your upcoming retirement.

Blog

When you hit your 50s and 60s, retirement is no longer on the far horizon. Now it’s looming large, and you’re likely feeling the pressure to get your financial ducks in a row. Consider these tips to make the transition easier—and to lay the groundwork for a more comfortable retirement.

Blog

For investors who make a savvy move and wind up with a sizeable capital gain, there can be few things that are more satisfying. Perhaps the only downside is the tax bill you may face from the gain. If the capital gain is unusually high, you may find that the costs associated with the gain are higher than you expected. A caller to our radio program recently found himself in that predicament and asked us the following question:

Blog

Why do leprechauns get to have all of the fun? With St. Patrick's Day on our minds, we wanted to give you some tips on how to make the most of it if you find your very own pot of gold.

Team locations

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

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

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.