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.

couple-homepage-tall

Koss Olinger News

July 2019 Market Review

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

Koss Olinger Gives Blood

Recently a number of our team members lent their support (and their arms!) to Lifesouth Community Blood Centers. We are so pleased to support Lifesouth and the amazing work they do in our North Central Florida community. For more information on Lifesouth and to learn how you can support their life saving work please ​click…
Read More

Finding Balance As A Dual Career Couple

The Harvard Business Review recently featured an article “Finding Balance As A Dual-Career Couple”. There are certainly benefits and challenges for couples maintaining two careers. With nearly half of all marriages in the U.S. composed of dual-career couples, it makes sense that effective time and life management techniques are top of mind for many. To…
Read More

What Are The Warning Signs Of Financial Scams Targeting Older People?

If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and exploitation, a number that is probably substantially underreported. 1 Most scams…
Read More

Ten Questions With Eddie Mordujovich

Eddie Mordujovich first joined the Koss Olinger team in 2012 and has recently returned as Compliance Officer. In his time with Koss Olinger Eddie has always been a positive force, excellent team member and keen mind. His commitment to the highest standards across all projects and positions he’s held is an energy we gladly welcome…
Read More

2019 Quarter Two Market Review

Click here to download the 2019 quarter two market review.
Read More

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