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 more, showcasing excellence demonstrated over the past 12 months. Following a comprehensive evaluation of Koss Olinger’s employee value proposition, client service and relationship management, unique business strategy, innovative use of wealth technology, and esteemed industry reputation, we were selected as one of eight finalists for this award.

Further, the Excellence in Philanthropy and Community Service award acknowledges an advisory team whose exceptional commitment of time, leadership, and financial support, exceeding normal expectations, has made a significant impact on the causes or communities they serve. After careful review of Koss Olinger’s philanthropic and community service initiatives, contributions to local, national, and international causes, and a testimonial from a local 501(c)(3) organization, Koss Olinger was also chosen as one of eight finalists for this category.

The InvestmentNews Awards are a hallmark within the industry, designed to spotlight individuals and firms that distinguish themselves through their unwavering dedication, exceptional reputations, and profound knowledge. Following a nationwide search marked by an unprecedented volume and caliber of nominations, Koss Olinger was selected as a finalist for two team categories. The ultimate winners of these categories will be announced at an awards gala in New York City in June. This acknowledgment on a national scale is a testament to our ongoing commitment to excellence in every aspect of our business.

We extend our heartfelt gratitude to the families who have entrusted us to guide them in their financial journeys and to each team member whose dedication has contributed to Koss Olinger’s elevated standing in the industry.

To learn more about the methodology behind these awards, click here.