New Parking Situation: when visiting our office, please be aware that parking directly in front of our office is now prohibited. Please look for open spots further west of our building or spaces available behind our garage in back. 

Please click on our new BE SECURE! page link at right under Additional Pages for recent notices and links for online/electronic security.

We build lifelong relationships and work passionately to deliver

excellence in financial planning and risk management.


Simplicity. Serenity. Freedom. Do these words come to mind when you think about your finances?  They can, and they should. At Koss Financial Group, we aim to simplify your life and give you financial peace of mind by taking you through the financial planning process, step-by-step. Our firm values building relationships; we listen to the client’s needs and create a custom-made plan designed specifically for you. We ask the tough questions, such as what are you going to do next in life? What do you want your retirement to look like? And then we help you get there. Because life is about more than just money - it’s about really living, and our business is about helping you achieve the quality of life you’ve always wanted.


Market Update

We wanted to try our best to give some perspective after the last few moths of "craziness" and noise in the media.  It always moves markets, good or bad, and we wanted you to have an update on what has happened...

Click on the Market Updates tab at the top to read our latest update.