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Libertas Wealth Management Group Inc
Columbus, OH

Adam Koos

CFP®
We are a Fee-Only, Financial Planning firm in Columbus, OH. Our cutting-edge portfolio management & high-touch relationship-driven service make us different.
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Meet Adam

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Introduction - Adam Koos
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Defense First® Trend Following - Adam Koos
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Retirement Planning - Adam Koos
Video Transcripts

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…

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 Libertas is still the only financial planning and portfolio management firm in central Ohio to win the Better Business Bureau “Torch Award for Ethical Enterprising.” 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. Most recently, he was featured on the cover of Proactive Advisor Magazine, a national trade publication for tactical portfolio managers.

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 attended more than 120 home games since 1995.


Services offered

Investment Management
Financial Planning
Retirement Planning
Estate Planning

Experience with

Small business owners
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors - Ohio State University-Main Campus
Other post-graduate - Franklin University
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