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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

Quarter Three 2019 Market Update

To download the Q3 market update please click here.
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Wealth & Relationships: An Interview with Dr. Chuck Misja

As a firm it is our goal to be a partner with you through all of life’s seasons, not just in a wealth management role, but as a resource to help alleviate worries and provide clarity in the many areas of your life. Through our work we notice that the worries of our clients are…
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September 2019 IAC Video

Please watch the video below for the September 2019 Investment Advisory Committee (IAC) update from IAC chair, Will Olinger.  
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10 Questions with Bridgette Michaud

In late spring we welcomed Bridgette Michaud to the Koss Olinger team. Bridgette has quickly become an integral part of the team, playing important roles on both the Operations and Support teams. We are grateful to count Bridgette as part of the Koss Olinger family and appreciate her contributions each day.     How long…
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Three Regrets of Retirees

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid making the same mistakes. Not saving enough More than one-third of retirees wish they had…
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Ten Questions with Sophia Brucker

Earlier this year we welcomed Sophia Brucker to the Koss Olinger team. Sophia has been a great addition to the support team, assisting Kirk and WJ while also helping in other areas as needed. We are grateful to have Sophia on the team and are appreciative of her positive attitude and contributions each day.  …
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm