Michael Koenig| CFP®
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Atlanta, GA 30326
Daytona Beach, FL 32114
Boca Raton, FL 33431
Tampa, FL 33607
Orlando, FL 32801
The Villages, FL 32162
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Michael Koenig is an Atlanta, GA fee only financial planner serving the Atlanta area and clients across the country through FirsTrust's other office locations (Tampa, Orlando, Boca Raton, Daytona Beach, The Villages, FL). FirsTrust, LLC specializes in providing objective financial planning to help clients manage their assets through life's transitions. Michael Koenig is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Michael Koenig is the original founder of FirsTrust. Today he is one of three Partners and operates from the Atlanta Executive offices.
Mike was born in Denver, CO, and spent most of his life in Maryland and Florida. He is the former CEO of Congressional Financial Corporation in Washington, DC; Executive Director, American Benefits Corporation; and Financial Advisor at Capital Holding Corporation.
BA, University of Maryland; 2-yr. Professional Masters in personal finance at George Washington University; annual continuing education at The Heckerling Institute at The University of Miami School of Law.
American Bar Association (ABA) associate; Certified Financial Planner (CFP) certificant; Registered Financial Advisor, National Association of Personal Financial Advisors (NAPFA).
Personal note: Mike is a former competitive boxer and a Certified USA Boxing Coach, training athletes for the US Olympic Boxing Team.
Who does YOUR financial advisor work for?
We know better than to believe the world's best financial choices are all under one roof at the bank or brokerage down the street - because we've been there.
We are former brokers, bankers, Wall Street traders and financial executives; from private firms to some of the world's largest institutions; serving all types of clients, some with over $100 million per family. But somewhere along the way, each of us had a career-changing moment of conflict when we realized the size of our paychecks was dependent upon our willingness to “recommend” the things that were most profitable for our employers.
The Morgans and Rockefellers didn’t invest with a bank or brokerage. They hired the best talent they could find, assembled their own Financial Team, and paid the Team a fee to represent the family’s best interests. Their financial advisors didn't work for an institution, they worked for the family.
In 1994, the founder of FirsTrust had a vision of providing this Family Office style of competence and objectivity to clients of all sizes without the Wall Street profit margins; without being handcuffed to an employer's "platform" of investment choices; and without compromising our objectivity with commissions, sales incentives or competing agendas.
Today, our independent technologies allow FirsTrust Advisors to objectively shop & compare financial opportunities on a wholesale basis - across the globe and from multiple institutional platforms - to find solutions that serve our clients’ best interests.
We don't work for a financial institution. We work directly for our clients; and our only financial incentive is to help them achieve their goals.