Koenig Investment Advisory

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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.

10/14/2026

Baltimore, MD - The Social Security Administration (SSA) today announced a 3.6 percent benefit increase for 2027. Social Security benefits include Old-Age, …

Today is National DAF Day—a timely reminder of the meaningful role charitable giving can play in a thoughtful wealth pla...
10/08/2026

Today is National DAF Day—a timely reminder of the meaningful role charitable giving can play in a thoughtful wealth plan.

For those with a donor-advised fund, it can be an opportunity to support the causes that matter most while coordinating giving with broader estate and tax-planning conversations.

At Koenig Investment Advisory, we believe charitable giving deserves the same care, purpose, and long-term perspective as every other part of your financial life.

Consult your tax professional regarding your specific tax situation.

Once again we are a sponsor of the Ashland Monster Dash that benefits the Ashland Schools Foundation. We love supporting...
10/06/2026

Once again we are a sponsor of the Ashland Monster Dash that benefits the Ashland Schools Foundation. We love supporting our community and seeing the incredible impact in our local classrooms. We hope to see you there in costume!

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins.

A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/03/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

Invest in Others recognizes financial advisors for their philanthropic work. We are excited to announce that Jeff McCull...
07/21/2026

Invest in Others recognizes financial advisors for their philanthropic work. We are excited to announce that Jeff McCullough, CFP® has been named one of three national finalists for the 2026 Emerging Impact award, to be presented at the 20th Annual Invest in Others Awards on September 17, 2026, in Boston.

Jeff currently serves as Past President of the Board of Directors for the Ashland Community Health Foundation, a nonprofit helping to expand access to services that promote health and wellness for all.

Happy Fourth of July,Please note that our office will close early on Thursday, July 2nd at 1pm and will be closed Friday...
06/30/2026

Happy Fourth of July,

Please note that our office will close early on Thursday, July 2nd at 1pm and will be closed Friday, July 3rd. We will be back after the holiday weekend and will resume normal business hours.

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes tak...
06/25/2026

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

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.

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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