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Kevin Kroskey, CFP®, MBA

After having been in the financial services industry since 2001, Kevin Kroskey now serves as President of True Wealth Design, an independent registered investment advisory firm based in Akron, Ohio. A graduate of The University of Akron with an M.B.A. and honors in Finance, Kevin Kroskey has intimate knowledge of the diverse needs of local clients. Kevin Kroskey’s approach emphasizes identifying and understanding those concerns, and making financial decisions with the appropriate degree of stability and risk to suit each individual client.

Kevin Kroskey provides a free initial client consultation during which time he carefully assesses the needs of each potential client and provides a fee estimate. He works on a fee-only basis for an important reason. Eliminating sales commissions on investment-product recommendations avoids potential conflicts of interest in the financial services Kevin Kroskey provides. Kevin Kroskey feels proud to earn a client’s trust and continued business through a mutually accountable and mutually beneficial relationship.

In addition, Kevin Kroskey does offer insurance products to meet specific investor needs and requests. This part of his service diverges from his otherwise fee-only model. Most insurance products are only available on a commission basis, as the product developers do not allow for their use in a fee-only format. However, any commissions will always be fully disclosed to the client, which helps to further build the trusting relationship between advisor and client.

Kevin Kroskey strives for a flexible approach in his business, True Wealth Design. He seeks the best set of assets to suit the market climate and he varies his services depending on client needs. Providing comprehensive wealth management services to the majority of his customers, Kevin Kroskey from time to time may also limit his advisory services to meet individual investment planning needs.

Visit the True Wealth Design website at truewealthdesign.com to learn more about the full range of Kevin Kroskey’s financial planning services.

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