Alex J. Koehler, MD, MBA is a financial services professional specializing in risk management, wealth accumulation, and wealth preservation. His services comprise three steps.
The first, is to meet with responsible, future-oriented people and have conversations about their passions and aspirations.
Next, the second step is to conduct a meticulous evaluation of this information and, if appropriate, prepare a written report offering individualized solutions to his clients’ needs.
The third, and final step is for each client to review and update their strategy periodically. His aim is to establish long-term relationships, so he can always be of service, whatever the needs, and however, the situation may evolve.
Please connect with Alex and together develop an individualized strategy to take action on your financial security needs and goals. His direct phone number is (317) 208-6386.
Dr. Koehler was born and raised in Lebanon, Indiana. Away from the work, Alex enjoys staying active with recreational activities such as tennis, mountain biking, and trying to play golf. He is a deep-rooted fan of Indiana University basketball and a longtime season ticket holder. Alex is a dedicated and loving father to his daughter, Catherine.