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.
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.
At Koinonia Financial we do not have account minimums. We strive to meet everyone wherever they are in their financial journey.
During the early stages of our relationship, we may visit several times over the course of one to two months. As licensed fiduciaries, we need to visit with our established investment partners not less than once per year. Our doors are always opened to meet more frequently when desired. We love visiting with our investment partners and always enjoy our lunch reviews and breaking bread with our Koinonia Financial family.
Funds can be distributed in multiple ways – the most common method is transferring funds directly to and from an individual’s checking account.
Our primary cost is based on the value of assets under management. As a boutique firm, we offer many different financial solutions and emphasize suitability with all our proposals. There are situations where commissionable products may be recommended. Our team works diligently to disclose and minimize any potential conflicts of interest.
