Home | Gregory W. Koenen, CMFC

A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Gregory W. Koenen

CMFC

Financial Advisor

703-848-4211

8100 Boone Boulevard, Suite 260
Vienna, VA 22182

gkoenen@wradvisors.com

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Meet the Team

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Meet the Team

It begins with a plan

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

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WealthLink Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

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Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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