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

Kevin Kroskey, CFP®

MBA

President

True Wealth Design

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

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 15-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.

More

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 2007. Learn more about Kevin here.

About True Wealth Design, LLC:

As of 12/1/2021, we serve 300+ families, managing $400,000,000+ on their behalf. Our professional staff is comprised of 4 CERTIFIED FINANCIAL PLANNER™ Professionals and 1 CFA® or Chartered Financial Analyst®. We have offices in Ohio (AkronCanfieldHudson) and Florida (Ft. MyersNaples).

A description of our core services is below.

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

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division. We have a team of accounting, tax, and wealth management professionals with decades of experience working in concert to help you better understand your finances, simplify your life, and make smarter decisions to improve your life and business.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are carefully matched to your retirement plan and spending needs and monitored on a daily basis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

No Broker-Dealer / No commissions on investment products.

Financial Advisor's Specialties

Comprehensive Financial Planning, Business Taxes, Investment Management, Retirement, Personal Taxes

More

Helpful Financial Planning Resources