Create A Financial Game Plan
For Your Best Future

Wealth Management Since 1969

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.

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Koss Olinger News

Koss Olinger Holiday Hours & Closing

Koss Olinger will be closed Friday, December 21, 2018, through Tuesday, January 1, 2019, to celebrate the holiday season. The office will reopen on Wednesday, January 2, 2019. If you need to conduct any end-of-year business, please contact us before 4:00 pm EST on Thursday, December 20, 2018. For immediate market needs during our closing,…
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Monthly Market Review November 2018

To download the November 2018 monthly market review click here.
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Tim Roark is Awarded Gainesville Sun’s 40 Under 40 Award

Congratulations to our own Tim Roark for being named to the 2018 Gainesville Sun’s 40 Under 40. Tim’s commitment to our community, Koss Olinger and our wonderful clients is evident. He works tirelessly to care for his clients and the Koss Olinger team, bringing a positive, proactive attitude to everything he does. As a Gainesville…
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​​Investing in Yourself for a Change

Retirement. College. An emergency fund. A new home or home improvement project. Check, check, check, and check. If you’ve been saving faithfully each month for some or all of these things, you might feel that you’re on a never-ending financial treadmill. It takes discipline, perseverance, and sacrifice to maintain a robust savings effort month after…
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Monthly Market Review October 2018

To download the October 2018 monthly market review click here.
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​​Koss Olinger helps bring Junior Achievement BizTown to Alachua County

Junior Achievement of North Florida is a volunteer-delivered, kindergarten-12th grade focused organization that fosters work-readiness, entrepreneurship and financial literacy skills, and uses experiential learning to inspire students in our community to dream big and reach their potential. Recently JA of North Florida announced they will launch a $500,000 fundraising campaign in Alachua County to bring…
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Address

2700-A NW 43rd Street.

Gainesville, FL 32606

E-mail

General Inquiries

info@kossolinger.com

Phone

352-373-3337

800-373-3302 (toll free)

Hours

Monday-Friday

8:30am to 5pm