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

It’s the fourth quarter and your hometown team’s quarterback makes a pass through double coverage to his favorite wide receiver. He runs the ball across the 20-yard line before he’s tackled. But it’s a first down and your team has time to strategize before they attempt their end goal of scoring a touchdown—time they can take to look at all of the angles and decide on the right play after assessing all of their options.

Blog

It’s possibly the last thing you were expecting at this stage in life, but a layoff has left you without a job as you close in your retirement years. So now what? These should be some of your first steps if you unexpectedly lose your job at 60.

Blog

Frequent readers of this column and listeners to our radio program have heard us talk extensively about having “three buckets of money.” We typically reference those buckets as a means of diversifying your savings based on time horizon (short-term, mid-term and long-term), but they can also be used discuss how your assets may be taxed (tax-advantaged, tax-d

Blog

It’s a common goal for people to want to pay off their mortgage in an accelerated manner. This goal is usually based around two underlying rationales. First, people want to save money by reducing the amount they’re paying in interest. If you have a $200,000, 15-year mortgage with a 5% interest rate, you’ll pay more than $80,000 in interest payments. By paying off the mortgage as quickly as possible, there is a quantifiable financial benefit you’ll earn.

Blog

Parents want to give their children all the help they can, and if they have the wherewithal to improve their kids’ financial standing, they often do so. One great idea that we’ve used with many of our clients is gifting money to their children to fund a Roth IRA.

Team locations

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

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

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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.