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.

Download The Wealth Navigator System ™ Brochure

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.

Download The Wealth Manager ™ Brochure
couple-homepage-tall

Over 50 Years Of Experience & Three Generations Working For You

Koss Olinger News

May 2025 IAC Video Update

By Koss Olinger | May 6, 2025
Disclosures The material contained in the commentary is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. The information provided has been derived from the sources believed to be reliable,…
Read More →

Quarter One 2025 Market Review

By Koss Olinger | Apr 30, 2025
To download the Quarter One Market Review, click here.
Read More →

Versatile 529 Plans Can Help with More than Just College

By Koss Olinger | Apr 30, 2025
529 plans were originally created in 1996 as a tax-advantaged way to save for college. Over the past several years, Congress has expanded the ways 529 plan funds can be used, making them a more flexible and versatile savings vehicle. College, plus other education expenses A 529 savings plan can be instrumental in building a…
Read More →

Koss Olinger Named Finalist for Prestigious InvestmentNews Award for Second Consecutive Year

By Koss Olinger | Apr 30, 2025
Koss Olinger is honored to announce that InvestmentNews has selected our firm as an Excellence Awardee for RIA Team of the Year (10 Advisors or More) at the 2025 InvestmentNews Awards.   The RIA Team of the Year award honors the most outstanding advisory team or office with 10 staff or more, showcasing excellence demonstrated…
Read More →

Three Koss Olinger Partners Named 2025 InvestmentNews Excellence Awardees

By Koss Olinger | Apr 30, 2025
We are proud to share that Will Olinger, Tim Roark, and Shannon Reintgen have been named Excellence Awardees for Advisor of the Year – Southeast Region, one of the highest accolades in the wealth management and financial planning industry.   This award celebrates outstanding advisors in the Southeast Region of the United States. Will, Tim,…
Read More →

February 2025 Market Review

By Koss Olinger | Mar 31, 2025
*The following Market Review was prepared by and legally licensed through AdvisorStream. Koss Olinger had no input nor involvement in creating the Market Review. To read the February 2025 Market Review, click here.
Read More →
VIEW ALL ARTICLES

Address

2700-A NW 43rd Street.

Gainesville, FL 32606

E-mail

General Inquiries

info@kossolinger.com

Phone

352-373-3337

800-373-3302 (toll free)

Hours

Monday-Friday

8:30am to 5pm