Koenig Investment Advisory

Koenig Investment Advisory Koenig Investment Advisory is a fee-only wealth management firm. We bring a personal touch to wealth management.

Koenig Investment Advisory, LLC is a wealth management firm offering fee-only investment and wealth planning services to individuals, families, and business owners. We understand each client has unique needs, and we provide custom-tailored solutions based on your specific goals, objectives, and concerns. We use a team-based service model that allows us to draw on the unique skill set of each member of our team whether you utilize one or all of our services.

In observance of the holiday, our office will be closed on June 19th. We’ll be back on Monday, June 22nd and hope you ha...
06/18/2026

In observance of the holiday, our office will be closed on June 19th. We’ll be back on Monday, June 22nd and hope you have a great weekend.

A thoughtful approach to retirement means more than building savings — it means understanding your goals, managing risk,...
06/01/2026

A thoughtful approach to retirement means more than building savings — it means understanding your goals, managing risk, and creating a plan that supports your future.

Our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tu...
05/22/2026

Our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

We love supporting CASA of Jackson County by being a sponsor for the Shine A Light on CASA Auction. Thank you to all the...
05/21/2026

We love supporting CASA of Jackson County by being a sponsor for the Shine A Light on CASA Auction. Thank you to all the donors and sponsors in helping raise over $258,000.

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping b...
05/16/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise.

We had a great time sponsoring the Ashland Schools Foundation Donor Appreciation Event. Food was provided by the AHS Cu...
04/17/2026

We had a great time sponsoring the Ashland Schools Foundation Donor Appreciation Event. Food was provided by the AHS Culinary students and music from the AHS Jazz Band.

It’s time to spring clean your tax documents, but which ones do you keep and how do you keep them all organized? Here’s ...
04/16/2026

It’s time to spring clean your tax documents, but which ones do you keep and how do you keep them all organized? Here’s a quick guide to help you out:

✅ Always keep purchase documents for your home and investment documents for any investments you still own.

✅ Tax records should be kept 2 years from the date you filed, but if you’re claiming losses on your tax return, keep them for 7 years.

✅ Store physical tax documents in individual folders for each tax year and make sure you have digital copies as a backup or in the event of an audit.

For more specific questions regarding your taxes or investments, consult your tax professional or contact our office.

04/03/2026

In observance of Good Friday, our offices will be closed on Friday, April 3.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
02/02/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs.

In honor of the holiday, our office is closed on Monday, January 19th. We’ll be back in the office on Tuesday, January ...
01/16/2026

In honor of the holiday, our office is closed on Monday, January 19th. We’ll be back in the office on Tuesday, January 20th.

Address

739 North Main Street
Ashland, OR
97520

Opening Hours

Monday 6:30am - 4:30pm
Tuesday 6:30am - 4:30pm
Wednesday 6:30am - 4:30pm
Thursday 6:30am - 4:30pm
Friday 6:30am - 4:30pm

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