Adam D. Koos, CFP® was born in Oberlin, Ohio. As the oldest of four children, he was very ambitious, passionate, giving, and always knew he wanted to make a significant impact in the lives of others. He moved to Columbus in 1996 to attend college at The Ohio State University and mastered the art of discipline when competing for OSU in Taekwondo, placing 1st at the Collegiate State Championships in ’97, and 3rd in the country at Collegiate Nationals in ’98.
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 enjoys spending time reading (outside, and ideally in the shade!), plays sand volleyball year-round at Flannagan’s, and attempts to get a rare game of golf or tennis in when he can find the time. Even in a time crunch, he always makes time for a good thunderstorm, accompanied by a nice glass of bourbon or tequila.
Adam is a ridiculously avid Buckeye football fan and has been in attendance at over 120 home games since 1995. He’s also a sad, but strong Browns fan, although he enjoys watching and supporting the Cavs and the Tribe as well.
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. While his life has been changed by the stories heard first-hand from the troops he’s sponsored, he hopes that the firm’s ongoing support does just a little to change the lives of those sacrificing their time, fighting for our freedom.
Adam Koos is Founder, President, and Portfolio Manager at Libertas Wealth Management Group, Inc. He started his career in 2001 and has been recognized nationally by:
- Financial Advisor Magazine as one of only eight portfolio managers chosen to their “Research All-Star Team” for research and portfolio management.
- Investopedia named him as one of the top-100 Most Influential Financial Advisors in the U.S.
- Proactive Advisor Magazine interviewed and featured Adam on the cover in spring of 2017 with a focus on his patented, Defense First® portfolio management strategy.
Locally, Adam was named one of Central Ohio’s “20 People to Know in Finance” by 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 has been named one of central-Ohio’s “Top Fee-Only Financial Planning Firms” by Business First for three years in a row. Although, the piece of recognition he’s most proud of is being named a winner of the Better Business Bureau “Torch Award for Ethics & Trust.”
While he spends a good bit of time managing the everyday inner-workings of the company and assisting our other financial advisers with high-level, complex financial, retirement, and estate planning needs, Adam’s primary role at Libertas is managing all of our corporate and individual client portfolios.
Raised in a family of teachers, he has also become an accomplished and passionate speaker, writer, and educator, providing programs and workshops for corporations, non-profits, and other organizations, both private and public.
As such, he is an accomplished columnist and former regular contributor to the Wall Street Journal’s MarketWatch “Trading Deck.” You can also find many of his columns in Forbes, US News & World Report, Yahoo! Finance, Fox Business, Investopedia, and many others. Locally, he has either been interviewed by, or written articles for Business First, The Columbus Dispatch, and has appeared several times on WBNS 10TV.