Adam Koos| CFP®
Libertas Wealth Management Group, Inc.
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Columbus, OH 43220
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Adam Koos is a Columbus, OH Fee-Only Financial Planner serving clients across the country. Libertas Wealth Management Group, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Adam Koos is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Adam Koos is Founder, President, and Portfolio Manager at Libertas Wealth Management Group, Inc. His primary roles at Libertas are as follow:
- Management of all individual retail investment portfolios, as well as corporate and non-profit 401k’s, 403b’s, and Deferred Comp plans managed by Libertas Wealth Management Group.
- Assisting clients with high-level, complex financial, retirement, and estate planning needs.
- Speaking engagements throughout the year on various topics (such as 401k/403b/Deferred Compensation plans, Investment Management, Estate Planning, Tax Planning, College Planning, Commodities, Economics, Domestic/International Markets, Fixed Income/Bonds, Technical Analysis, Trend Following, and many more).
Adam started his career in 2001 and has been named one of Central Ohio’s “People to Know in Finance” by Columbus Business First. He is a recipient of the 2011 Business First Greater Columbus “Forty Under 40″ award, a 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 “Torch Award for Ethics & Trust.” Adam was also nationally recognized by Financial Advisor and Private Wealth Magazine as one of only eight portfolio managers in the country selected to their “Research All-Star Team” for research & portfolio management.
While he spends a good bit of time managing the every day inner-workings of the company, Adam’s primary role at Libertas is managing all of our corporate and individual client portfolios. Raised in a family of educators, he has also become an accomplished and passionate speaker and educator, providing programs and workshops for corporations, non-profits, and other organizations, both private and public.
Shortly after graduating from The Ohio State University in 2001, Adam married his best friend, Donna, and they have two sons, Karston & Kamden. When he’s not being the best father and husband he can be, he spends time writing and composing his own, original music, playing sand volleyball in the summers with Donna, or getting in a rare game of golf or tennis from time to time. Adam is a ridiculously avid Buckeye football fan and has been in attendance at over 120 home games since 1995.
Adam has family on both sides that have been active military at some point in their lives. He’s very passionate about all our troops do for us, which is why, years ago, he made Libertas a corporate “Parent” for AdoptAPlatoon.com, an organization started by military mothers. Our office sends letters and packages of goodies and necessities to troops overseas in hopes of lifting their spirits & helping them see the light at the end of the tunnel. While his life has been changed by the stories heard first-hand from those fighting for us abroad, he hopes that he does just a little to change the lives of those fighting for our freedom.
How We Get Paid
We are a Fee-Only Registered Investment Advisory (RIA) firm, which means we are not an insurance company and do not sell products to our clients. The fiduciary standard we’re held to requires that we make decisions that are in the best interest of our client, acting as your advocate, even if it means earning less revenue for the firm. We cannot legally accept commissions from insurance, annuity, or mutual fund companies, and we refuse to take kick-backs from other professionals who refer clients to our firm.
We Don’t “Buy & Hope”
We will rarely ever buy at the bottom and sell at the top. This is what most refer to as “market timing,” which no one can do. Rather, we aim to conservatively buy on the way up the hill, when markets are advancing. Furthermore, we will start selling after the peak has already occurred, pursuing a defensive stance as a market crash begins. We don’t implement a “set it and forget it” approach to money management. It’s why we don’t leave our client’s portfolios to chance. When it comes to your life savings, we take a “Defense First” approach.