Anthony Koehler

Regional Vice President

Anthony Koehler headshot


Tony began his financial services career in 2000. Since then, he’s served high-net-worth and ultra-high-net-worth clients to help attain their financial freedom. As a CERTIFIED FINANCIAL PLANNER™ professional, Tony has guided over 1,000 families in the development of their own unique wealth plan. A fundamental set of beliefs are his daily motivation for serving clients best: consolidating assets in as few institutions as possible, creating a defined process for investing hard-earned money, and implementing a legacy plan to help ensure that loved ones are cared for in the future. Outside of work, Tony enjoys spending time with his wife and their three teenagers.

Ann Arbor

2373 Oak Valley Drive
Suite 110
Ann Arbor, Michigan 48103

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39209 Six Mile Road
Suite 210
Livonia, Michigan 48152

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590 West Centre Avenue

Portage, Michigan 49024

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Traverse City

310 West Front Street
Suite 308
Traverse City, Michigan 49684

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