Vetted Advisor's Table

Paul C. Koenig Jr., CRPC®, ChFC®, CFP®, RFC®
Integrated Financial Partners

Tel: 856-291-0142
1300 Route 73 Suite 314
Mount Laurel, NJ 08054
Integrated Financial Partners | Financial Advisor in Mount Laurel ,NJ

"Serve First, Last and Always"

About Paul C. Koenig Jr.

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors.

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.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement.

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.

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General Information

Firm Start Year:   2011
No. of Employees:   100-499
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, CA, CO, DC, DE, FL, HI, IL, MA, MD, MI, MO, NC, NJ, NY, OR, PA, SC, TX, VA and WA
Number of Years with Current Firm:   9
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations


Investment Types:   Options & Futures, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Commodities, FOREX & Currency, Mutual Funds, Alternative Investments, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Phone, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life, Disability
Financial Organization Memberships:   Int. Assoc. of Registered Financial Consultants, Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Business Networking International - Marlton Central Chapter, American Red Cross: Red Ball Committee Chair, American Red Cross: Blood Drive Chair, Millersville University Alumni Association

Firm Information

Advisor's Number of Clients:   140
Advisor's Number of Planning Clients:   120
Assets Managed by Advisor:   $120,000,000

Compensation and Fees

Fee Structure:   Fee-Based


B.S.  - Biology   Millersville University  - Millersville, PA
September 1996-May 2001
CERTIFIED FINANCIAL PLANNER(TM) Practitioner - CFP   The American College
Chartered Financial Consultant - ChFC®   The American College
Chartered Retirement Planning Counselor - CRPC®   The College for Financial Planning


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.



Additional Detailed Disclosures



Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

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

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