Michael Koch

Investment Adviser Representative

Business Philosophy

Michael G. Koch oversees the finances for individuals and families in the Tri-State area.  Michael's goal is to counsel people on how to plan for retirement, preserve wealth, and leave a meaningful legacy through the use of creative estate and investment strategies.  Therefore, one of his specialties is generational wealth planning.  He assists his clients in the growth, preservation, and distribution of assets in accordance with their goals and values.  Michael's main concern is his commitment to his clients.   As a result of his pursuit toward outstanding service, he has a special relationship with the people he works with.  This approach towards his business has enabled Michael to become an experienced financial advisor.


Michael has been in the financial services industry for well over a decade.  He has worked at some of the most recognized companies in the world like Unilever, Ernst & Young, Johnson & Johnson, and Accenture before opening his own wealth management firm.  Michael graduated Rutgers University's School of Business and continues to be actively involved.

Professional Qualifications and Registrations

Michael is a registered financial consultant with a serious commitment to his clients.  He is registered with both the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).  He is an Investment Advisor Representative (IAR) with his Series 7 and Series 66.  He is fully licensed to conduct insurance related business, such as, life insurance, long term care insurance, annuities, disability income insurance, etc.

ADV Part 2B - Michael Koch

Personal Life

Michael resides in Montgomery, New Jersey with his wife Michele and their three daughters; Olivia, Isabella, and Alexandra.  Michael is active in his community and along with his family supports many local charities. 

Phone (609) 466-1384