Our Commitment To You


Koehler Financial Services, Inc., a Registered Investment Advisor has always taken pride in working with your current team of legal, tax and banking advisors.  We encourage the input from your professionals in making decisions about asset reallocation and the estate and personal tax circumstances surrounding any necessary changes.


Koehler Financial Services, Inc. is an innovator in using new ideas and technologies.  As an example, we have operated in a paperless office environment for many years.  We are oriented toward the future.   The pace of change in our world accelerates daily, and we are committed to recognizing the benefits these changes can produce for our clients. A secure future begins with sound planning today.

Commitment to Quality

For over twenty-five years, Koehler Financial Services, Inc. has been helping clients achieve their financial goals.  We strive to provide each and every one of our clients with timely advice.  We take pride in doing the job right the first time.  Our staff knows that your problem or question is always the most important and deserves a prompt, accurate reply.  Having provided these services, it is no wonder most of our new clients have been referred to us by one of our existing clients!

Koehler Financial adheres to the US Patriot Act. Click HERE to view.