Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

Gainesville, FL Wealth Management and Retirement Planning Firm

Capitalize on your greatest opportunities and steer clear of your worst fears to create your best lifetime experience.

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’re here.

Our goal is 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

January 2020 Market Review

To download the January 2020 market review please click here.
Read More

Partner Tim Roark Is Mentor Of The Year

We are proud to announce that our very own Tim Roark was announced as The Education Foundation of Alachua County’s Take Stock in Children program 2020 Mentor of the Year! The Education Foundation writes: The Education Foundation of Alachua County’s Take Stock in Children program is excited to introduce Tim Roark as its 2020 Mentor…
Read More

Socially Responsible Investing: Aligning Your Money With Your Values

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI investments now account for about one-fourth of all professionally managed U.S. assets.​ 1 Surveys…
Read More

Hindsight Is 2020: What Will You Do Differently This Year?

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start saving for retirement soon enough, 19% didn’t contribute enough to an emergency fund, and 10% wish they had saved more for college.​1 The saving conundrum…
Read More

Heart Health in the New Year with Dr. Steve Roark

In light of the new year many of us are thinking about our health and the changes we want to make. Accordingly, we are continuing our expert interview series with a sit down with Dr. Steve Roark. Dr. Roark is a board certified cardiologist and doctor at ​The Cardiac & Vascular Institute in Gainesville, Florida.…
Read More

2019 Annual Market Review

To download the 2019 annual market review click here.
Read More


2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm