Michael Koenig (CFA, CFP®, ChFC®, CIMA®, MBA, MTX)

Michael Koenig focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

FirsTrust is a Fee-Only ensemble of financial experts serving Georgia and Florida from multiple locations. Clients can select from our ala carte menu of services to custom-assemble a team of experts in the fields of investments, taxes, trusts & estates, and retirement planning.

Additional Information

Michael Koenig is the original founder of FirsTrust. He serves today as the firm's Managing Partner and heads our Trusts & Estates Division. Mr. Koenig completed his Bachelor's Degree at the University of Maryland, a 2-year Graduate curriculum in Finance at George Washington University, and the CERTIFIED FINANCIAL PLANNER (tm) certification through the College for Financial Planning in Denver, CO. Every year, he continues his studies in the specialized field of trust and estate taxes through the University of Miami School of Law at its Heckerling Institute in Miami, Florida. Over the past 28 years, Mike has served as the CEO of Congressional Financial Corporation in Washington, DC, co-founder of the National Business Advisors Group of Orlando, Chairman of the FirsTrust Advisory Council, and a member of the Board of Directors for both the International Association for Financial Planning and the Institute of Certified Financial Planners. Today, Mr. Koenig associates exclusively within the Fee-Only community, and participates as a Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).

NAPFA Start Date

August 06, 2001

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3030 N Rocky Point Dr W Ste 150 Tampa, FL 33607-7200 Phone: (813) 874-7200

Other Offices

113 Executive Cir Daytona Beach, FL 32114-1180 Phone: (386) 788-3737
121 S Orange Ave Ste 1500 Orlando, FL 32801-3241 Phone: (407) 859-4334
2385 NW Executive Center Dr Ste 100 Boca Raton, FL 33431-8510 Phone: (561) 477-3232
1576 Bella Cruz Dr Ste 322 The Villages, FL 32159-8969 Phone: (352) 753-8589