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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.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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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.

My Process
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.

My Process

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.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a flexible retirement plan that allows you to pursue the retirement of your dreams.

Lifestyle

Your financial plan should support the life you want to live - not the other way around.  I help you define what a meaningful, fulfilling life looks like and build the financial strategy to make it sustainable.

Investment

I can create an investment portfolio designed to help fit your lifestyle and goals, and strives to always be in your best interest.

Taxes

I have resources that can help resolve some of the most sophisticated tax issues.

Estate & Legacy Planning

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I'll help create an estate strategy for your family's situation.

Money

Sound wealth management is the foundation of everything else - retirement security, legacy goals, financial independence.  I help you build, protect, and grow what you've worked hard to accumulate.

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.

Call Me

(770) 335-8845

Address

11138 State Bridge Road, Suite 125

Johns Creek, GA 30022