Registered Investment Advisor In The Woodlands, TX

Over 50 Years of Experience Building Strategies for Your Financial Future

Koinonia Financial is a dedicated team of financial advisors providing exceptional service to our clients in The Woodlands, TX.

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About Us

Welcome to Koinonia Financial

As a Registered Investment Advisor built upon Christian principles, Koinonia Financial's foundation is centered around trust built through relationships. Our guidance and consulting are based upon being good stewards of God's wealth, and our hope is for meaningful long-lasting Koinonia with those we are fortunate enough to work with.

Learn more about Koinonia Financial >

Services

Making Your Financial Freedom a Reality

With tax efficiency and suitable risk management at the forefront, our team offers guidance and solutions for individuals and small business owners.

Wealth Management

Managing your investments and providing you with strategies for all areas of your financial situation.

Financial Planning

Short-term and long-term support for growing and maintaining all aspects of your financial well-being.

Education Savings

Tailor-made education savings plans to ensure continued education for yourself or your child.

Estate Planning

Custom plans and services that will provide support based on you and your family's needs.

Retirement Planning

Creating an ideal retirement plan aimed at providing a steady stream of income during the post-work years.

Insurance Planning

Insurance plans that will protect you and your family from those unforeseen circumstances

Frequently Asked Questions

Commonly Asked Questions About Koinonia Financial

Yes! LPL Account View gives you online access to your accounts and values, statements, and secure documents.

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