About My Practice
Kevin Kroskey started True Wealth Design in 2005 as a sole practitioner and today leads a team of professionals in providing comprehensive wealth management services for select clients wishing to achieve life balance and financial peace of mind. Through the passion that Kevin has for financial planning, he has acquired vast expertise in many areas, including life planning, retirement planning, insurance planning, investment planning, tax planning, as well as estate planning.
Since 2010, Kevin Kroskey has written a monthly finance column in the Bath Country Journal and Richfield Times. He has contributed to several articles in leading industry magazines such as Financial Planning and Financial Advisor as well as having a cover story done in Financial Advisor about the successful advisory firm he has built. His firm has also been recognized byCrain's Cleveland Business as one of the Top 25 Financial Planners in northeast Ohio, and Kevin Kroskey personally has been named as an "MD Preferred Financial Services Professional" by U.S. Medical Specialties.
Kevin Kroskey has been in the financial services industry for more than 10 years after earning an undergraduate degree in Education and a graduate degree in Finance both from the University of Akron in Ohio. A former high school Physics teacher before entering Finance, Kevin has also taught a graduate level course at Tri-C Corporate College in Retirement Planning to other financial professionals also seeking to become Certified Financial Planners®.
Kevin lives with his family in Bath Township, Ohio. They are avid dog-lovers and have two Old English Sheepdogs, named Bear and Hardy. Kevin and his family also can often be seen biking on the Towpath or exercising at the Akron General Wellness Center.
Visit www.TrueWealthDesign.com for more information.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: OH, Health/disability insurance: OH, Fixed annuities: OH, Variable annuities: OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Considerations: More than 90% of revenue comes from fees paid directly by the client and no commissions are made on investment product recommendataion. Insurance, however, is a commissionable product. If insurance is needed, all commissions will be disclosed in writing.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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