Adam D. Koos, CFP®, CMT®, CEPA

President, Sr. Financial Adviser

Adam was born in Oberlin, Ohio to Kim and Stephen Koós, during “The Blizzard of ’78.”  His mom is the daughter of Irish and German parents, and his dad was born in Györ, Hungary and escaped the country during the communist revolution with his siblings and parents in 1956.

The oldest of four children, Adam was always very ambitious, passionate, giving and generous. Growing up, he would observe the deep relationships his father built with his patients in his optometry practice, and from a very young age, Adam began to envision owning a business someday in which he would make a significant impact in the lives of others.

He moved to Columbus in 1996 to attend college at The Ohio State University, where he met his best friend and bride, Donna. Shortly after graduation, at the 2002 Ohio State vs. m*ch*g*n game, Adam arranged for The Ohio State Marching Band to surround he and his bride-to-be outside St. John’s Arena, where he dropped to a knee and proposed. They were married in June of 2003 and after seven fun, independent, child-free years, they opened up a new chapter in their lives with two amazing boys, Karston & Kamden.

When he’s not being the best father and husband he can be, Adam loves sitting outside, watching thunderstorms come in, or soaking in the very few dry, 70-degree days that central Ohio has to offer. A lifetime “car guy,” he enjoys taking Karston and Kamden to Columbus Cars & Coffee events throughout the year, as well as his newly-founded organization, “Kars for Kids,” a non-profit that holds events for kids who’ve lost a parent, giving them the opportunity to ride in their “dream car.”

While we all know time is a scarce commodity, Adam enjoys playing sand volleyball year-round with Donna and their friends, tries to get a game of golf or tennis in a few times each year, and is an extremely passionate football fan. In fact, he has attended more than 130 home Buckeye games since 1995 and has been a relentless supporter of the Cleveland Browns, through thick and thin!


Adam started his career in 2001, just 10 days before the World Trade Center was attacked, which means he’s had the fortunate experience of helping his clients through three of the worst market stock market crashes in U.S. history.

He holds the elite CERTIFIED FINANCIAL PLANNERTM certification, is one of only 2,600+ Chartered Market Technicians (CMT) in the world, is a Certified Financial Technician (CFTe) through the international federation of Technical Analysts and a Certified Exit Planning Advisor (CEPA), helping entrepreneurs and business owners to make work “optional” and exit their companies in a profitable, tax-efficient manner.

  • Locally, Adam has been named one of Central Ohio’s “20 People to Know in Finance” by Business First,
  • Is a recipient of the 2011 Business First Greater Columbus “Forty Under 40″ award,
  • A 6-time winner of Columbus CEO Magazine’s “Best of Business” awards (winning “Best Private Wealth Management Firm”),
  • Has been named one of central-Ohio’s “Top Fee-Only Financial Planning Firms” by Business First every year since 2014,
  • The piece of recognition he’s most proud of is being named a winner of the Better Business Bureau “Torch Award for Ethics & Trust.”

In addition to all the recognition he’s received here in Ohio, Adam has also been nationally recognized by:

  • Financial Advisor Magazine as one of only eight portfolio managers chosen to their “Research All-Star Team” for research and investment management.
  • Investopedia named him as one of the top-100 Most Influential Financial Advisors in the U.S.
  • Proactive Advisor Magazine interviewed and featured him on the cover of their magazine with a focus on his Defense First® investment management strategy.

Adam spends the majority of his time assisting clients with high-level, complex financial, retirement, and estate planning needs, as well as managing all of our corporate and individual client investment portfolios.

Raised in a family of teachers, he has become an accomplished speaker, writer, and educator, providing financial planning classes, “401(k) Boot Camps,” and many other programs and workshops for individuals, couples, corporations and organizations, both private and public.

Lastly, Adam is an accomplished columnist.  He is a regular contributor to Seeking Alpha and a former contributor to “The Trading Deck” on Wall Street Journal’s  You can also find 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 Columbus Business First, The Columbus Dispatch, Columbus CEO Magazine, and has appeared several times on WBNS 10TV.

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