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

Will Olinger and Ben Doty Featured in the Investments and Wealth Monitor

To read Will Olinger and Ben Doty’s article, “The Place for Cash: Reconsidering ‘Conservative’ in Liquidity and Risk-Based Portfolios After 2022,” in the Investments and Wealth Monitor, click here.
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Koss Olinger Named Finalist for Two Prestigious InvestmentNews Awards

Koss Olinger is honored to announce that InvestmentNews has selected our firm as an Excellence Awardee for two esteemed categories: RIA Team of the Year (10 Advisors or More) and Excellence in Philanthropy and Community Service. The RIA Team of the Year award honors the most outstanding advisory team or office with 10 staff or…
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Kirk Klein Named Finalist for Investment News Advisor of the Year – Southeast Region

  We are proud to share that Kirk Klein has been named an Excellence Awardee for Advisor of the Year – Southeast Region, which is one of the highest accolades offered to an individual in the wealth management and financial planning industry. This award celebrates the exceptional performance of an advisor in the Southeast Region…
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Quarter One Market Review

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

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm