The Koenig-Hayes Group
Clients come to us from all walks of life – and for many reasons. Many are prominent physicians and corporate executives. Others are ambitious entrepreneurs and business owners. On behalf of these successful women and men – single, married, divorced and widowed – we dig deep, to provide a thorough planning-based approach that accounts for where they stand and where they’d like to go.
By listening attentively to what clients say (and often don’t say), we build fully integrated, personalized financial strategies around their comfort with risk, their need for liquidity, current and expected cash flow, family dynamics, and other factors.
As value-based investors, we focus primarily on achieving dividend-growth – to help clients enjoy reliable returns and preserve assets during periods of volatility. Investing across multiple asset classes, we are fee- and tax sensitive. In everything we do, clients’ interests and preferences come first.
When it makes sense, we also look to enhance the other side of clients’ balance sheets – providing access to specialists for residential and securities-based lending. Additionally, we coordinate with clients’ CPAs and attorneys to align tax minimization and estate planning strategies.
More than anything, it is incumbent on us to help clients “figure things out.” We encourage clients to call with questions about contributing to an IRA, satisfying cash flow needs, getting a power of attorney, establishing a realistic budget, setting up a trust, purchasing a second home, or whether to lease or buy a car. When personal circumstances have taken precedent, we’ve sat with clients during their toughest challenges and celebrated with them at times of great accomplishment.
At The Koenig-Hayes Group, our active and retired clients reside in the Philadelphia metropolitan area and more than 20 states. We believe that our reputation and ability to attract this impressive, referred clientele stems from the highly ethical care and service we provide. It would be our pleasure to serve you in the same way.
*Lending Services are through Bank of America, N.A.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
