Kevin  Kroskey,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin Kroskey, CFP®

MBA

Managing Partner

True Wealth Design

700 Ghent Rd., Suite 100
Akron, OH 44333
FINANCIAL ADVISOR'S WEBSITE
(330) 777-0688 CONNECT WITH Kevin
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General

Kevin Kroskey is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at True Wealth Design in Akron, OH and the surrounding communities.

Financial Advisor Overview

We offer a free 20-minute call to answer your questions and see if we are right for you.

Or kick the tires and listen to the Retire Smarter Podcast to get to know Kevin and how the True Wealth team can help you get on track for retirement and stay there.

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Financial Advisor Experience

About Kevin Kroskey, CFP®, MBA:

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town. He worked his way through college and earned a B.A. Education (Physics Minor) and M.B.A Finance. He founded True Wealth Design in 2005.

About True Wealth Design, LLC:

We cater to successful families and business owners by providing an integrated approach to your financial planning, tax, investment, and business needs. We're your financial "easy button."

As of 5/1/2025, we serve 350+ wealth clients, 350+ business owners, and prepare nearly 2,000 tax returns. We have multiple CFP®, CFA®, and CPA professionals on our team. We serve clients nationwide and have offices in Ohio (AkronCanfieldCantonHudson), Pennsylvania (Sewickley) and Florida (Ft. MyersNaples).

Retirement Planning: We specialize in retirement planning and cash flow management. 

Tax Planning: We provide proactive tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is evidence-based and process-oriented.

Business Services: We provide business advisory, accounting, payroll, tax, and exit-planning services.

 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MBA

Insurance Licenses

  • Life insurance: OH, PA
  • Health/disability insurance: OH, PA
  • Fixed annuities: OH, PA
  • Variable annuities: OH, PA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

No Broker-Dealer / No commissions on investment products.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Retirement, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources