Our Mission

Our mission at Koss Olinger Financial Group is to utilize our wisdom and experience to create, implement, and monitor a strategic financial plan for clients that satisfies their individual needs and enables the achievement of life-long goals.

Our Independence empowers us to creatively develop unique financial solutions that overcome our clients' challenges both today, and decades into the future.

Building Trust One Relationship at a Time

Koss Olinger Financial Group was founded in 1969 on the principal of serving the clients’ interests – not those of the financial institutions or insurance companies providing financial products. The firm was one of the first to secure innovative arrangements to permit access to the financial marketplace with uncompromising objectivity. The ideal of a professional relationship with clients is to make the process a win-win opportunity. It is the goal of most advisors to put clients’ needs first. However, too often, the end result is driven by business configurations that dictate the selection of financial products because of a captive agency relationship. Koss Olinger was built upon a platform of contractual business agreements that never permit the purveyors of insurance or investment products to influence the role they play in the selection process. This business environment permits advisors of the firm to truly sit on the same side of the table with clients in determining outcomes solutions.

The Koss Olinger financial advisors personalize the business relationship by investing their time and talent in the initial discussions to understand each client’s unique situation. The advisors then construct financial models to educate clients and, through these pro-active discussions, design strategies to meet specific objectives.

Financial goals require the implementation of financial products, and one of Koss Olinger Financial’s many strengths is to assemble investment and insurance products that are reliable. Each advisor carefully positions a client’s portfolio through investment managers and insurance companies that are recognized as industry leaders.

One of the organization’s core of values is to be passionately focused on customer success. Each Koss Olinger Financial advisor is committed to serving the client as they would serve themselves were they faced with the same set of circumstances as those for whom they are serving. The advisors are vigilant in monitoring continuity in the long-term development of the clients’ goals and objectives. This gives the process a powerful frame of reference to positively impact the overall results.