Retirement & wealth planning for families & executives across North Atlanta. I'm Steve Koehler, CF2 — a Certified Financial Fiduciary® and independent financial advisor serving families and executives across North Atlanta. Most of my career I worked in the surgical device industry — in the operating room, training surgeons on new techniques and devices. It was always on the patient. That same phil
osophy drives everything I do today. There is a word for prioritizing someone else's wellbeing above all other considerations — fiduciary — and it has been baked into my DNA for decades. I earned the CF2 designation in 2019, becoming one of the first advisors in Georgia to hold it. Not because it was required. Because the families, executives, and business owners I serve deserve an advisor whose commitment to their best interest is unconditional — in every conversation, every recommendation, and every decision across our entire relationship. Through my proprietary Pillars FORMula process, I integrate retirement planning, wealth management, tax planning, life insurance, risk management, estate coordination, and legacy planning into one coherent strategy built around your goals — not a product or commission. The plan evolves as your life does. You will never outgrow it. My wife and I have lived in Alpharetta for 38 years. I've navigated the same life transitions my clients face — career changes, financial setbacks, raising a family, and planning for what comes next. That shared experience matters. It changes the conversation. When we meet for the first time, there is no agenda and no obligation. You share your goals. We decide together if moving forward makes sense.
📞 (m)770-335-8845 (o)404-477-4015📧 [email protected]
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
