Koos Wealth Management, Inc

Reitrement, Wealth, & Estate Planning firm specializing in small business owners and the 50+ age group. Founded by Adam Koos, CFP(C), a financial planner of 8+ years, Koos Wealth Management is located Northwest of downtown Columbus, in the suburb of ...

Reitrement, Wealth, & Estate Planning firm specializing in small business owners and the 50+ age group. Founded by Adam Koos, CFP(C), a financial planner of 8+ years, Koos Wealth Management is located Northwest of downtown Columbus, in the suburb of Dublin, OH. At Koos Wealth Management, our goal is to simplify your financial planning and wealth management needs so you can spend more time doing the things in life you truly enjoy, free of stress and concern for your financial future. We work with you as your trusted advisor - and to use our knowledge and expertise to analyze your investments, insurance needs, financial plans, and estate plans to combine every aspect of your fianncial future into a single, easy-to-understand wealth management blueprint.