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).