Koenig Group LLC

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2 Wisconsin Cir Ste 640
Chevy Chase, MD 20815

The Koenig Group LLC, based in Chevy Chase, MD, has been a leader in wealth management, financial planning, retirement planning, and estate planning for over 40 years. Their strategic partnerships with clients and tax and wealth management professionals have successfully transformed these services to meet the needs of affluent clients.

In collaboration with the Institute for Wealth Planning (IWP), a nonprofit organization dedicated to tax planning education, the Koenig Group aims to enhance the expertise offered to advisors through a faculty of independent tax attorneys and specialists. This partnership provides sophisticated tax and wealth planning solutions that bolster the services advisors deliver to their clients.

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