• Darin Koss, AAMS®, CFP®

    Certified Financial Planner

    RJFS Managing Principal

With a focus on the big picture as well as all the details, Darin helps our clients and their families develop a clear understanding of what money means to them, so they can put together a plan and strategy to accomplish their goals.

Drawing on the leadership skills and financial acumen developed since 1981 as his clients’ trusted advisor, he established Koss Financial Group in 2005 and serves as its managing partner and senior financial advisor.

Darin is a graduate of the University of Michigan at Ann Arbor with a Bachelor of Science degree in finance and marketing. He also holds the Accredited Asset Management Specialist℠ designation from the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ Professional. Darin was named to the 2020 edition of the Forbes Best in State Wealth Advisors list†

A firm believer in giving back to the community, Darin has served on the boards of Young Life, Expectations Women’s Center, local radio station WGRC, and the Union County Red Cross. He and his family have been actively involved in their church's music programs, missions, youth and college ministries.

Darin and his wife Lisa live in Lewisburg. They have four children—Adam, Haley, Chelsea and Hannah—all out of the house –and have 3 grandchildren. An avid music lover, Darin also enjoys travel and all types of sports—golf, lifting weights, running, biking, basketball and football and of course- great food and drinks!

† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.