badge for 50th Anniversary

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.


Koss Olinger News

May 2019 Market Review

To download the May 2019 market review please click here.
Read More

Tim Roark Promoted to Partner

We are pleased to announce that Tim Roark, CFP® has been promoted to Partner. This promotion is an important career milestone by which we recognize his commitment to our firm, the community and the high performance that he has demonstrated throughout his career with us. Tim began his financial services career with us in 2011…
Read More

“Super” Successful JA​ ​Bowl-a-Thon

Select members of the Koss Olinger team participated in Junior Achievement’s 2019 annual Bowl-A-Thon. It was a fun event with an even better cause! All funds benefited the student outreach programs for JA of Alachua.
Read More

Nine Questions With Brandon Hord

Brandon Hord joined the Koss Olinger team officially last month. In his time as both an intern, and now as a full time team member, Brandon has provided support and contributions that help make Koss Olinger better each day. We are grateful to have Brandon on with us full time now and look forward to…
Read More

Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you’ll be affected by these changes while there’s still time to take action is important. Income tax benefit of charitable giving If you itemize deductions on your federal income tax…
Read More

April 2019 Market Review

To download the April 2019 market review please click here.
Read More


2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm