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

Quarter Two 2020 Market Review

To download the second quarter market review please click here.
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Follow Us On Facebook

Did you know Koss Olinger is on Facebook? Be sure to follow our Facebook page for the latest financial news and updates, interviews with various local experts, an inside look at the day-to-day in the Koss Olinger offices, and more.
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Turbulent Times: Bear Markets Come and Go

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.​1 Bear markets are typically defined as declines of 20% or more from the most recent high, and bull markets are sustained increases of 20% or more from the…
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Looking to Reduce Your Tax Liability? Hire a Florida Financial Advisor

You have probably heard of the famous saying which implies that nothing in this world is certain except death and taxes. In other words, when you try to build your wealth, you will have to pay taxes on each one of your income sources, including your investments. None of us, however, wants to pay more…
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6 Steps Towards Formulating a Great Financial Plan for the Year

Whether you are single, recently married, or have a family, financial investment is essential to living a steady life. After all, who doesn’t want to build wealth over time? However, when it comes to managing finances, making random investments is no good. In fact, it may often cause more harm than good. In other words,…
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Florida Retirement Plan Advisors and Their Importance

According to ​US Census Data​, “there are 47.8 million U.S. citizens age 65 and older, representing 14.9 percent of the total population. Their average annual income is $38,515, and average net worth is $170,516, but 8.8 percent have incomes that are at the poverty level.” Planning your wealth for retirement is probably one of the…
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm