Paul C. Koenig Jr.
Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.
The number one financial worry is not having enough money to retire.
Do you know how much you need?
Did you allocate it properly and prudently?
Do you know what assets to spend first?
This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future.
Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.
5253413
6413
LPL Financial
AZ, CA, CO, DC, DE, FL, HI, IL, MA, MD, MI, MO, NC, NJ, NY, OR, PA, SC, TX, VA and WA
Abington,Allentown,Ambler,Ardmore,Atco,Audubon,Bala Cynwyd,Barrington,Bellmawr,Bensalem,Berlin,Beverly,Birmingham,Blue Bell,Bordentown,Bridgeport,Bristol,Broomall,Browns Mills,Bryn Athyn,Bryn Mawr,Burlington,Camden,Cheltenham,Cherry Hill,Chesterfield,Clarksboro,Clayton,Clementon,Clifton Heights,Collingswood,Columbus,Conshohocken,Cookstown,Cream Ridge,Croydon,Crum Lynne,Darby,Drexel Hill,Elkins Park,Essington,Fairless Hills,Feasterville Trevose,Florence,Flourtown,Folcroft,Folsom,Fort Washington,Franklinville,Furlong,Gibbsboro,Gibbstown,Gladwyne,Glassboro,Glendora,Glenolden,Glenside,Gloucester City,Grenloch,Gwynedd,Gwynedd Valley,Haddon Heights,Haddonfield,Hainesport,Hammonton,Hatboro,Haverford,Holmes,Horsham,Huntingdon Valley,Jamison,Jenkintown,Jobstown,Juliustown,Lafayette Hill,Langhorne,Lansdowne,Lawnside,Lawrence Township,Levittown,Lumberton,Magnolia,Mantua,Maple Shade,Marlton,Medford,Merchantville,Merion Station,Mickleton,Monroeville,Morrisville,Morton,Mount Ephraim,Mount Holly,Mount Royal,Mullica Hill,Narberth,National Park,New Egypt,New Lisbon,Newtown,Norristown,Norwood,Oaklyn,Oreland,Palmyra,Paulsboro,Pemberton,Pennsauken,Philadelphia,Pitman,Plymouth Meeting,Prospect Park,Rancocas,Richboro,Richwood,Ridley Park,Riverside,Riverton,Roebling,Runnemede,Sewell,Sharon Hill,Sicklerville,Somerdale,Southampton,Springfield,Stratford,Swarthmore,Thorofare,Titusville,Trenton,Upper Darby,Villanova,Vincentown,Voorhees,Wallingford,Warminster,Warrington,Washington Crossing,Waterford Works,Wenonah,West Berlin,Westville,Williamstown,Willingboro,Willow Grove,Winslow,Woodbury,Woodbury Heights,Woodlyn,Wrightstown,Wycombe,Wyncote,Wynnewood
13
9
Individual Investors, Non-Profit Organizations, Businesses
Yes
Yes
Yes
Yes
Have a clean record
Have a clean record
CFP®, RFC®, ChFC®, CRPC®
Series 7, Series 66
Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health, Life, HMO
Financial Planning Association (FPA), Int. Assoc. of Registered Financial Consultants
Business Networking International - Marlton Central Chapter, American Red Cross: Red Ball Committee Chair, American Red Cross: Blood Drive Chair, Millersville University Alumni Association
Bonds, Stocks, Annuities, Insurance, Options & Futures, FOREX & Currency, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Phone, Our Office, Video Conference
Fee-Based
140
120
$120,000,000
Yes
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
