Never Outlive Your Money ft Adam Koós episode artwork

EPISODE · Aug 21, 2024 · 48 MIN

Never Outlive Your Money ft Adam Koós

from The WEInvested Podcast · host Wesley Earp

Adam Koós, CFP®, CMT, CFTe, CEPA is the President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio. Adam grew up absorbing the power of deep, meaningful relationships that his father fostered in his optometry practice. This early exposure to entrepreneurialism sparked his desire to one day own a business where he could significantly impact others’ lives. His professional journey began just 10 days before the tragic attack on the World Trade Center in 2001, and he has since guided his clients through four of the worst market crashes in U.S. history. Adam has been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust.  

Episode metadata supplied by the publisher feed · Published Aug 21, 2024

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Never Outlive Your Money ft Adam Koós

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