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

Market Review July 2018

To download the market recap click here.
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KO Team Member Spotlight: Chandler Norder

Chandler Norder began his journey with Koss Olinger as an intern in 2016. Upon graduation he joined the team full time as our Business Analyst. Chandler brings a sharp mind and excellent insights to the team every day. We are grateful to count him as part of the Koss Olinger team. In order to get…
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Quiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you. Questions 1. The first organized stock market in New York was founded on Wall Street under what kind of tree? a. Maple b. Linden c.…
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Quarterly Market Review April-June​ ​2018

To download the quarterly market recap click here.
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KO Team Member Spotlight: Myles McManus

Myles McManus joined our team as an Associate Advisor in June of 2017. Before that he was an intern with us. He joins Tim Roark, Shannon Reingten, and Mitchell Hay as Koss Olinger’s third generation of advisors. Myles brings a positive go-getter attitude to the team and we are grateful for his daily contributions. In…
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​Investing To Save Time Boosts Happiness Returns

The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology professor Elizabeth Dunn.1 So wouldn’t it stand to reason that if you use some of your hard-earned money to buy yourself more time — for example,…
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2700-A NW 43rd Street.

Gainesville, FL 32606


General Inquiries



800-373-3302 (toll free)



8:30am to 5pm