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Adam Koos (CEPA, CFP®, CMT)

Adam Koos focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Medical Professionals
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

* Management of all individual retail portfolios, as well as corporate and non-profit 401k's, 403b's, and Deferred Comp plans managed by Libertas Wealth Management Group

* High level, complex financial and estate planning

* Speaking engagements on various topics (401k/403b/Deferred Comp plans, Investment Management, Estate Planning, Tax Planning, College Planning, Commodities, Economics, Domestic/International Markets, Fixed Income/Bonds, Technical Analysis, Trend Following)

Additional Information

Adam started his career in 2001 and has been named one of Central Ohio's "People to Know by Columbus Business First.  He was honored as a "Five Start Wealth Manager" by Five Star Professionals in Columbus Monthly Magazine, is a recipient of the 2011 Business First Greater Columbus "Forty Under 40" award, 5 time winner of Columbus CEO Magazine's "Best of Business" awards (winning "Best Financial Advisory Firm"), and was the 2011 small business winner of the Better Business Bureau's "Torch Award for Ethics & Trust."

Adam is married and has two young sons.  He lives in Dublin, OH with his family and in his free time likes to compose his own, original music, play volleyball and cheer on The Ohio State Buckeyes.

 

 

 

 

NAPFA Start Date

September 22, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

5003 Horizons Dr Ste 200 Columbus, OH 43220-5292 Phone: (614) 543-1350
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