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

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.

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

My History

My History

With nearly four decades in the Johns Creek and Alpharetta community, I bring experience, deep local roots, and a trusted network of professionals to every client relationship.

How I Help

How I Help

My goal is simple: help you identify what matters most and build a plan that gets you there.  Using the Pillars FORMula, I bring together wealth management, retirement planning, tax strategy, estate planning, and legacy goals - all tailored specifically to you.

I Help People Who…

✓   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

The Process

My process isn't built around where you are today - it's built to grow with you as your life unfolds. Whether you're building wealth, approaching retirement, navigating a business transition, or planning your legacy, the same proven framework adapts to meet you where you are. You'll never outgrow it.

When we meet for the first time, there's no agenda to sell you anything - and no expectation that you'll become a client.  It's simply a conversation.  You share your goals.  I share how I work.  We both decide if moving forward makes sense.

When we meet for the first time, there's no agenda to sell you anything - and no expectation that you'll become a client.  It's simply a conversation.  You share your goals.  I share how I work.  We both decide if moving forward makes sense.

What Sets Me Apart

What separates my practice isn't just a credential - it's a conviction.  I became a Certified Financial Fiduciary because I believe the people I work with deserve an advisor whose commitment to their best interest is unconditional, continuous, and never tied to a product or commission.

My clients are successful families, executives, retirees, business owners, and professionals building toward financial independence.  They've worked hard.  They want a plan - and an advisor - they can trust completely.  If that sounds like you, I'd like to have a conversation.

See How My Process Works

Call Me

(770) 335-8845

Address

11138 State Bridge Road, Suite 125

Johns Creek, GA 30022