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

Quarterly Market Review July-September 2018

To download your quarterly market review click here.
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KO Team Member Spotlight: Jessica Sacks

  Jessica Sacks joined our team as an Operations Consultant in March 2018. Jessica quickly became an integral part of the Operations team. We are grateful for Jessica’s support and contributions each day. In order to get to know Jessica a bit better we asked her a series of questions. Here are her responses:  …
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Market Review August 2018

To download the market recap click here.
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KO Team Member Spotlight: Nan McCarroll

Nan McCarroll joined our team as an Executive Assistant to Managing Partners in early 2018. Nan is a wonderful addition to the Support Team and is key in helping our Partners in their daily work, as well as contributing to the Support Team’s overall function. In order to get to know Nan a bit better…
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Have You Made Any Of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.…
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm