Bill Koenig

Director, Retirement Plan Advisor at Ancora Advisors
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William M. Koenig, JD, MBA has been with Source Companies since its inception in 2001. Source merged with Ancora in 2016 to form Ancora Retirement Plan Services. Mr. Koenig combines his background as an attorney with his financial consulting experience to advise closely-held business owners and high-net worth individuals. This includes designing and implementing qualified and non-qualified retirement plans, establishing and funding shareholder buy-sell agreements, creating estate planning scenarios, crafting wealth accumulation and distribution strategies, and assisting with other corporate employee benefit programs.

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