Koss-Olinger Consulting

Founded in 1969 by Bill Koss and Bill Olinger, Koss Olinger is a wealth management and retirement planning firm that has been serving its clients for over five decades. With a rich history and a team of experienced advisors, the company has grown to become one of the most respected and trusted names in the industry.

Our Values

At Koss Olinger, we are guided by a set of core values that drive our approach to wealth management. We believe in the importance of objectivity, integrity, and a team approach. We are committed to putting our clients' best interests first and providing personalized service to each and every one of them. Our team is dedicated to building long-term relationships and helping our clients achieve their financial goals.

How We Help You

At Koss Olinger, we understand that each and every one of our clients is unique, with their own set of financial goals, challenges, and concerns. Our experienced advisors take the time to get to know each client individually, understanding their specific needs and concerns. We then develop a customized plan tailored to their individual situation and goals. We take a holistic approach to wealth management, considering all aspects of our clients' financial lives, from investments and retirement planning to estate planning and tax strategies.

Our Services

Koss Olinger offers a range of services designed to help individuals and families achieve their financial goals. These services include:

• Wealth Navigation System: A five-step, goal-based process designed to help our clients create a clear and actionable plan for their financial future.
• Wealth Manager: A proven system of implementation and monitoring designed to help our clients stay on track and achieve their financial goals.
• Retirement Planning: We help our clients create a customized plan for their retirement, taking into account their financial goals, income needs, and investment strategies.
• Estate Planning: We assist our clients in creating a comprehensive estate plan, including wills, trusts, and other essential documents.

Who We Work With

At Koss Olinger, we work with individuals, families, and businesses, helping them to achieve their financial goals and build a secure financial future. Our clients come from a wide range of backgrounds and industries, and we take the time to understand their unique needs and concerns.

Our Team

Our team of experienced advisors is committed to providing exceptional service and guidance to each and every one of our clients. With multiple generations of advisors, we have the depth of experience and expertise needed to help our clients achieve their financial goals. Meet Our Staff Meet Our Advisors

Philanthropic Impact

Giving back to the community is an essential part of our mission at Koss Olinger. We believe in supporting numerous causes and organizations, donating to charitable initiatives, and encouraging our team to get involved in philanthropic efforts. We are proud to support organizations such as Junior Achievement, Tyler's Hope, the United Way, the American Cancer Society, and many more.

News

Stay up to date on the latest news and insights from Koss Olinger. Our team is committed to keeping our clients informed about the latest developments in the world of finance and investing.