About Koss Olinger Wealth Management Advisor
Your wealth can create a unique set of challenges and add significant complexity to your life. It is important that you partner with a team that understands your situation and is committed to alleviating any stresses or concerns you may have while also being structured in such a way that they will be there when you need them the most.
With our multigenerational advisory team you can feel confident that when you, your children, or even your grandchildren need us, we will be there.
How Can We Help You?
We only welcome 12-15 new clients a year in order to maintain our high touch service. Learn more about how we can help you.
Our Values
Our History
Koss Olinger was founded in 1969 by Bill Koss and Bill Olinger. The firm was born from a desire to be entirely independent, giving us the freedom to use our client’s best interest as our only guide without being beholden to any one company and product.
Over the years our team has grown, the industry and regulations have evolved, and the world has certainly changed, but one thing that has never changed is our commitment to doing only what is best for our clients every single time.
Our Team
In the last five decades our team has grown significantly. We now have a support staff of 20 and three generations of advisors to continue Koss Olinger for the next 50 years. While we began in Gainesville, Florida, and still have many clients in the area, we also have clients in over 30 states.
Philanthropic Impact
Contributing to the betterment of our community is at the heart of everything we do at Koss Olinger. As a company we support numerous causes from Junior Achievement and Tyler's Hope to the United Way and the American Cancer Society.
Apart from financial contributions we also encourage our entire team to give back to the community through service on nonprofit boards, involvement in philanthropic organizations, and volunteering.