wiseradvisor

Kevin Kroskey, CFP®, MBA
True Wealth Design, LLC

Tel: (330) 777-0688
700 Ghent Road, Suite 100
Akron, OH 44333

Salaried & Smart. Objective advice from CFP Professionals.

True Wealth Design, LLC | Financial Advisor in Akron ,OH


About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in...

- RETIREMENT PLANNING

- TAX PLANNING

- INVESTMENT MANAGEMENT

... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.


General Information

Firm Start Year:   2005
No.of Employees:   5-9
Insurance License#:   598729
Name of Custodial Firm:   Pershing, TD Ameritrade, Schwab
States Licensed in:   Registered with the Securities and Exchange Commission
Number of Years with Current Firm:   13


Services

Investment Types:   Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Mortgages & Real Estate
I can meet clients in the following ways:   At my office, Via phone, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Can advise on insurance products
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   170
Assets Managed by Firm:   $130,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $250,000


Education

BA Education  University of Akron
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MBA Finance  University of Akron
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Faqs

  • What are your qualifications? What is your education background? 1) Certified Financial Planner 2) University of Akron B.A. Education (Physics Minor) 3) University of Akron M.B.A Finance (Summa Cum Laude)
  • What is your approach to financial planning? Science-based, time-tested strategies.
  • What services do you offer? Learn more about our services here: https://www.truewealthdesign.com/integrated-wealth-management/
  • Will you be the only person working with me? We have a team service model with a primary and secondary advisor coupled with a client service administrator.
  • How are you compensated? How will I pay for your services? https://www.truewealthdesign.com/our-fees/
see more


Disclaimer

True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets accurate as of 12/31/2017.

Kevin Kroskey, CFP®, MBA

Kevin Kroskey, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ Certificant

Bio for Kevin Kroskey, CFP, MBA:

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007.

Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida.

What is something most don't know about you?
I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

My Services

Retirement Planning

We are wealth managers that specialize in retirement planning, retirement distribution planning and cash flow management, investment management, and tax planning services.


Tax Planning & Mitigation

We provide proactive tax planning services and can handle tax preparation as well.


Investment Management & Advice

Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are matched to your retirement plan and spending needs.


My Team

Tyler  Emrick CFP®
Tyler Emrick CFP® Wealth Advisor
Tyler was born and raised in Columbus, OH and attended Miami University. He graduated with degrees in both Finance and Decision Sciences (aka Statistics). He, his wife Jenn, and their two puppies Addie and Zoey moved to Cleveland in 2014. Tyler enjoys spending time with his family, going on hikes, watching Ohio State football, and trying out new restaurants.

Communities Served

Akron Brecksville
Broadview Heights Canton
Cleveland Cuyahoga Falls
Hudson Medina
Richfield Stow
Strongsville Uniontown
Wadsworth

Social Networks

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