Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

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 are here.

We aim 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

February 2024 Market Review

To download the February 2024 Market Review, click here. 
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Why Family Businesses Should Have Succession Plans

In recent years, the family drama surrounding an aging media mogul — and his unresolved succession plans — have been at the center of a hit television show. For family businesses, succession plans are designed to ensure the orderly transfer of ownership and leadership to the next generation. But relationships among family members are sometimes…
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A New Year, A New Opportunity to Save with a 529 Plan

The start of a new year is typically a time when people resolve to implement or recommit themselves to a personal financial goal. This year, why not consider opening a 529 plan account, or increasing your contributions to an existing account, to enhance your child’s or grandchild’s financial future? 529 plans are the most flexible…
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January 2024 Market Review

To download the January 2024 Market Review, click here. 
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Team Spotlight: Emily Lusk

When did you start at Koss Olinger? August 21st, 2023 What is your role at Koss Olinger? Marketing and Communications Coordinator Where did you grow up? Fleming Island, FL Do you have pets? If yes, tell us about them. Yes! I have a German Shorthaired Pointer named Henry. He is highly energetic, and his favorite…
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Koss Olinger Recognized as a Forbes Top RIA

  Koss Olinger is proud to be recognized as one of Forbes Top RIA Firms in America. With over 40,000 applicants, we are pleased to have placed #176 on the list of the top 250 RIA firms in the nation. Koss Olinger’s Managing Partners, Will Olinger and Kirk Klein, commented on this achievement, “In the…
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm