Michael Koenig

CFP®

FirsTrust, LLC

Financial Advisor

Michael Koenig

CFP®

FirsTrust, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Koenig, CFP®

(386) 788-3737

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Michael Koenig is a Daytona Beach, FL fee-only financial planner. FirsTrust, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Koenig is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael Koenig is the original founder of FirsTrust. Today he is one of three Partners and operates from the Atlanta Executive offices.

PROFESSIONAL HISTORY:

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.

EDUCATION:

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.

ASSOCIATIONS:

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.

Michael Koenig is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Koenig is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Koenig is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Michael Koenig

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Office Locations:

  • 113 Executive Circle
    Daytona Beach, FL 32114
  • 2385 Executive Center Drive
    Suite 100
    Boca Raton, FL 33431
  • 3030 North Rocky Point Dr.
    Suite 150
    Tampa, FL 33607
  • 121 S. Orange Ave.
    Orlando, FL 32801
  • 3340 Peachtree Rd. NE
    Suite 580
    Atlanta, GA 30326
  • By Appointment
    The Villages, FL 32162

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