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.
