Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

Gainesville, FL Wealth Management and Retirement Planning Firm

Capitalize on your greatest opportunities and steer clear of your worst fears to create your best lifetime experience.

Learn more about the process designed to provide clarity around the sale of a business, real estate holding, or other illiquid asset.

Two Proven Steps To Build A Secure Future

We understand that your life and wealth present questions and challenges outside of asset management so we developed the tools to build a secure future.

STEP 1: The Wealth Navigator System™

A five-step, goal-based process towards creating a game plan for your financial security.

Our team starts with a one-on-one meeting with you to discuss your needs and financial goals. Whether you are planning for retirement, want to minimize taxes, have recently sold an asset, or are creating a road map for the next generation, we’re here.

Our goal is to build multi-generational relationships focused on supporting you and your family. Learn more about how our unique planning process can benefit you.

STEP 2: The Wealth Manager™

Now that you have a game plan for your life, assets, and investments, it's time to take action

You can implement your plan yourself, utilize someone you currently work with, or hire Koss Olinger or a firm like Koss Olinger to put your plan into action.

If you choose Koss Olinger, we utilize our trademarked implementation process, The Wealth Manager™. The Wealth Manager™ is a proven system of implementation and monitoring that helps keep you, your assets, and your investments on track while helping you reach your goals.


Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

Five Reasons to Use the Business Sale Evaluator™ (B.S.E.™) Prior to Selling Your Company

Selling a business can be a rollercoaster of emotions. It may be one of the most challenging decisions you have to make, but it doesn’t have to be as daunting. Here are five reasons to utilize the Business Sale Evaluator™ (B.S.E.™) before making the big decision. Gain clarity in what you will and will not…
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Annual Market Review 2022

To download the 2022 Market Review, click here.
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Team Spotlight: Thalia Mendez

When did you start at Koss Olinger?  August 2022! What is your role at Koss Olinger?  Client Liaison/Corporate Scheduler Where did you grow up? Orlando, FL Do you have pets? If yes, tell us about them. Yes, I have a puppy, and his name is Kylo. He is the source of my lack of sleep and money,…
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When Should Young Adults Start Investing for Retirement?

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even so, they might want to make it a financial priority. In preparing for retirement, the best time to start investing is now — for two key reasons: compounding and tax…
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November 2022 Market Recap

To download the November 2022 Market Review, click here.
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October 2022 Market Recap

To download the October 2022 Market Review, click here.
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm