Brian Koch

Exceptional service. Personal commitment.

A personalized approach to financial planning

Brian is a financial advisor at RBC Wealth Management with over 15 years of experience and he holds both the CFA^® and CFP^® designations. Serving clients in New York City, the Mid-Atlantic region, and nationally, Brian focuses on retirement planning, investment management, cash flow planning, and tax-conscious planning for individuals, families, retirees, and business owners.

By working with a select number of clients, Brian can deliver deeply personalized financial planning centered on quality, attention, and depth — a customized, integrated plan built around investments, cash flow, and tax considerations. A Dartmouth College economics graduate, Brian brings both analytical rigor and genuine personal commitment to every client relationship.

Global Insight Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.