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About Koss Olinger
Since its founding in 1969, Koss Olinger has operated by a constant ideal: “If it was our money, we would do it this way.” 
 
Serving clients in 35 states, the experience and expertise of three generations of advisors and a support team of more than 25 strong is equipped to build on the Koss Olinger legacy through the next 50 years. 
 
Intentionally independent, our sole guide is our clients' best interests, owing no allegiance to any one company or product. As a fiduciary, we look beyond the bottom line, building lasting bonds with our clients built on trust and a proven record... Read More
The description above is provided by Koss Olinger.

Focus Area / Customer Base

Entrepreneurs, Business Owners, Affluent Families
Koss Olinger Company Stats
Headquarters
Gainesville, Florida
Country/Territory
United States
Principals
William Olinger III, Kirk Klein, W.J. Rossi, Brian Watson

Forbes Lists

#169
Source: Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.

Koss Olinger's Team Photo

From left to right: Mitchell Hay (Advisor), Shannon Reintgen (Partner), Brian Watson (Partner), Kirk Klein (Managing Partner), William Olinger III (Managing Partner), W.J. Rossi (Partner), Brittney Olinger (Advisor), and Tim Roark (Partner)

Koss Olinger's Awards

2023
Investment News Women to Watch: Rising Star Advisor Of The Year - Brittney Olinger
Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received base... Read More
2024
Investment News Excellence Awardee: RIA Team of the Year (10 Advisors or More)
Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2... Read More
2024
Investment News Excellence Awardee: Excellence in Philanthropy and Community Service
Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2... Read More
2024
Investment News Excellence Awardee: Advisor of the Year (Southeast Region) - Kirk Klein
Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2... Read More
2024
Great Place to Work®
A fee was paid to be eligible for this certification, but was not paid to be Certified™ by Great Place to Work®. Certification published July... Read More
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Advisory Services offered through Koss Olinger Consulting, LLC. An SEC Registered Investment Advisor. Koss Olinger and Valmark are separate entities.
Asset Summary
As of Mar, 2024
$2M
Min Account Size For New Business
$2-8M
Typical Size Of Households
$3-16M
Typical Net Worth Of Relationships
$1.6B
Team Assets (Custodied)
Connect With Koss Olinger
Address2700-A NW 43rd Street, Gainesville, Florida 32606