Christian Koch

Personal Finance, Retirement, Investing
“As a fundamental portfolio manager and an expert in financial planning, Christian Koch's goal is to maximize wealth and ensure retirement readiness for individuals and families.”


Job Title:

President & CEO


Best-Selling Author, Christian Koch, CFP®, CPWA®, RICP®, CDFA™ is recognized as one of the top thought-leaders and private wealth experts in the money management industry. He has co-authored the book, Get in the Game, which describes his unique four step investment process and five principles that can help individuals in the journey to be successful long-term investors.

When it comes to the investment consulting process and creating portfolios for retirement, every client needs an experienced wealth management professional. Christian Koch’s expert knowledge and approach to traditional investments, individual security selection, retirement income distribution planning and more, can help clients face the future and the intricacies of their investment portfolios with a fresh new outlook.

Christian has a unique investment process and a retirement planning system that has served clients for years: develop the vision, build the optimal portfolio, focus on distribution strategies and then evaluate wealth and estate transfer planning. He says asset location is extremely critical to maximizing efficiencies, especially during a slow-growth economy, and minimizing taxes are a significant component of success.

Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner™ professional, Certified Divorce Financial Analyst™, Certified Private Wealth Advisor® and Retirement Income Certified Professional ® designation, placing him in a select group of financial professionals.

In 2013, 2014, 2015 and 2016, Christian’s credentials and work was rigorously examined after which he was honored with a coveted Five Star Wealth Manager Award.

Christian is a past Board of Directors member of Rotary Club of Buckhead and is involved in the Harvard Business School Club of Atlanta.

Assets Under Management:

$76 million

CRD Number:


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