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 One 2021 Market Review

To download the quarter one market review click here.
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Cayleigh Tomlinson Joins Koss Olinger

When did you start at Koss Olinger?​​ January 2021 What is your role?​ Operations Analyst Do you have any pets? Yes! I have a golden retriever named Luna June (named after June Carter-Cash) and a fluffy black cat named Mitsy. Not to mention our 100+ cows! If you could have dinner with one famous person…
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Money Market Funds In Low Rate Environments

After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate to near zero (0%–0.25%) in March 2020 to help mitigate the economic damage caused by COVID-19.1 The funds rate affects many short-term interest rates, including the rates on money market mutual funds, which were already low to…
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February 2021 Market Review

To download the February 2021 market review click here.
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Team Spotlight: Brittney Olinger

When did you start at Koss Olinger?​​ I started at Koss Olinger in August 2020. What is your role?​ I’m an Associate Advisor. Where did you grow up?​ ​Gainesville, Florida Do you have any pets? If yes, please tell us about them.​ ​No pets, unfortunately, but at least one dog is certainly in my future.…
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Due Date Approaches for 2020 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2019 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to…
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm