Koehler Wealth

Good advice shouldn't stop the moment a recommendation is made.

As a Certified Financial Fiduciary®, my obligation to act in your best interest doesn't apply only to specific transactions. It applies to everything — every conversation, every recommendation, every decision — across our entire relationship. That's the fiduciary difference.

It's a standard I chose. And one I hold myself to every day.

Schedule a Conversation — No Obligation, No Agenda

Steve Koehler, CF2 | Certified Financial Fiduciary | Financial Advisor | Alpharetta, GA

I Learned the Fiduciary Standard Long Before I Had a Name for It

Before I became a financial advisor, I spent years in operating rooms — where I learned that the most important person in the room is never the one holding the credentials. That same principle followed me into this profession, long before I'd ever heard the word fiduciary. Add nearly four decades raising a family and building relationships right here in Alpharetta and Johns Creek, and you get an advisor who takes this personally.

I'm Planning for Retirement

Retirement decisions interlock in ways that aren't always obvious — withdrawal order, Social Security timing, and tax planning all affect each other.

I Want to Better Understand Investing

Not predictions or hot picks — the principles I use with every client to think clearly about risk, control, and building a portfolio with purpose.

I Have a 401(k), 403(b), or 457(b)

Many workplace plans offer a self-directed brokerage account most participants don't know about — here's what it is and how to think about whether it fits you.

I'm Looking for a Financial Advisor

See how I work as a Certified Financial Fiduciary® — my process, my background, and what it's like to work together.

I'm Caring for Aging Parents

I'm active in the senior community and part of Adult Children of Aging Parents (ACAP), a non-profit providing monthly educational programs and support for North Fulton and Forsyth County families. Reach out and let's talk about what you're facing.

I'd Like to Continue Learning

Original explainers on the questions I hear most often, written and recorded to give you a real answer — not a sales pitch.

✓   Are within 10 years of retirement and want to know if they're really on track

✓  Are concerned about how taxes will affect them once they stop working

✓  Are caring for aging parents and need help navigating the financial side — I'm connected to a network of trusted local professionals in senior care, placement, and planning, and education

✓  Want an advisor who coordinates directly with their CPA and estate attorney, not just their own book of business

✓  Have never had a true second opinion on their investment portfolio or financial plan

✓  Need their investments, estate plan, and tax strategy working together instead of in separate silos

✓  Have recently changed jobs, retired, or are weighing a 401(k)/403(b) rollover decision

✓  Have a Self-Directed Brokerage Account option in their workplace retirement plan and want to know how to use it