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.
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.
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.
About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER™ Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
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.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.
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