Our Idea Of Success?
Helping You Realize Yours.

You know what you want. we’re here to support you.

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Ready For Something Different?

If so, we’re ready to make a difference in your financial future.

Business Leaders

Business Leaders
Legacy Builders

Legacy Builders
Trailblazers

Trailblazers

Like you, we have goals. And like you, we’re passionate about what we do. When you work with us, you find a partner that truly understands what motivates you. We’ve proudly watched clients grow over the years, some continuing to see growth after 50+ years. Wherever you want to go, we’re by your side.

True wealth is a legacy that lasts. For future generations of your family or your business, you can build something now that goes beyond yourself. Our team captures your values and passions to help ensure your foundation is secure for generations to come. People choose us because we’ve been around for 55+ years and we plan to be around for many more.

Looking for a better way? So were we. Our process is proven to help families. By having a whole team of advisors behind you, there really isn’t a limit within sight. Wherever your ideas lead you, we’re ready to go too. Bring us your vision. We want to help you achieve it.

Our Services Answer Your Questions

We look at your finances from multiple angles with multiple advisors. To craft the best plan for you, we have various processes we could employ.

  • WILL I BE ABLE TO ENJOY THE NEXT PHASE OF LIFE?

    Whatever the next phase means for you, we want to help you make it happen. But, we’ll take a wild guess and assume that you don’t want to be worrying about your assets while you’re relaxing, smelling the saltwater air. Instead, we can use our tool, The Secure Retirement Maximizer™ to plan a consistent stream of predictable income while simultaneously achieving your other financial goals.

  • HOW WILL MY PORTFOLIO BE MANAGED?

    Our goal is to help plan your financial future, which often means building a custom, optimized portfolio. The Optimized Portfolio Solution™ is how we align with your time horizon, return objectives, and risk tolerance.

  • WILL MY GIVING MAKE AN IMPACT?

    It feels good to give, but it feels better to know you’re making a difference. To help ensure your giving is making the maximum impact possible, we work to understand what causes are important to you and find tax effective strategies to optimize your efforts.

  • WHAT WOULD SELLING MY BUSINESS MEAN FOR ME AND MY FAMILY?

    Emotions can run high when it comes to the sale of a business. There’s more to think about than just a number. Selling a business is a huge life transition, not just a transaction. The Business Sale Evaluator™ is our proven process for looking at the whole picture. Who will be affected? What will life look like after the sale? What do you need to live as you want? We want to remove complexity and ambiguity to evaluate the outcomes of the options ahead of you.

  • WILL WHAT I’M BUILDING NOW LAST?

    The conversations you wish you could have with your children and grandchildren, we want to make them happen. Your values and your plans are important to us. We understand the desire to build a legacy and ensure it will endure. Our multi-generational team allows us to connect with different generations of your family, and bring everyone onto the same page. The Legacy Optimizer™ puts everything in one place. It ensures we understand the legacy you want to create and helps share it with your family for decades to come.
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Greatness

Starts With a Plan.

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Creating Your Plan Using The Wealth Navigator System™

We’ve created and refined a proprietary process to learn about you and your goals. Together, we will explore your vision for the future, investment strategies and more to create a plan as unique as you. When you continue working with Koss Olinger, you will seamlessly transition into the next phase of our process.

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Implementation of Your Plan with The Wealth Manager™

As a Koss Olinger client, you’ll benefit from our trademarked implementation process, The Wealth Manager™. It’s a time-tested system of implementation and monitoring that helps keep your goals, your assets, and your investments on track while also providing your family with a dedicated resource for generations to come. This is where our 55+ years in business proves our continued commitment to your financial legacy and long-term goals.

Whether You’re Planning For Retirement, Ready To Sell Your Business, Or Creating A Road Map For The Next Generation, We Are Here.

What’s your definition of success?

Take Tour Next Step