CoverProfile

Jeff Mccullough

Owner & Financial Advisor

Koenig Investment Advisory

United States, Oregon, Ashland

About Me

I am a fee-only financial advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. I work with individuals, families, and business owners who require comprehensive financial planning and investment advice. My job goes beyond managing investment portfolios. I want to understand my client’s needs and help guide them through life’s challenges. I get questions on what to do about debt, whether they can buy that second home, how and when to gift assets, how much to save for their child’s college education. Helping clients make these life choices allows them to be confident in the success of their future. As a fiduciary I act with a strong sense of personal accountability to my clients. I do no

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Profile Information

Owner & Financial Advisor

Koenig Investment Advisory

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Ashland

Oregon

United States

Aug 6, 2024

Work Experience

Koenig Investment Advisory

Owner & Financial Advisor
Dec 2020 - Present
Email: jeff@koeniginvestment.com

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