Kevin Kroskey, CFP, MBA

Web Site: www.truewealthdesign.com
Location: Akron, OH
Contact: Kevin Kroskey, CFP, MBA
Phone:  216-373-7670

Email:  [email protected]

Proudly serving the counties of:
Cuyahoga, Summit, Lorain, Geauga, Medina

Proudly servicing the communities of:
Akron, Medina, Fairlawn, Copley, Bath Township

Kevin Kroskey, CFP®, MBA
President & Wealth Advisor

Kevin KroskeyKevin Kroskey started True Wealth Design in 2005 as a sole practitioner and today leads a team of highly skilled professionals in providing comprehensive wealth management services for physicians and successful families throughout northeast Ohio.  

True Wealth Design offers sophisticated and customized service options for both early-career physicians and those near retirement. Clients include both private-practice physicians and those at hospitals, including the Cleveland Clinic, University Hospitals, Southwest General, Summa, Akron Children’s, Akron General, and Healthspan. Kevin Kroskey and his team have deep expertise in the areas of retirement planning, tax planning, and investment management. Tax preparation services are also included to simplify our client’s busy lives. Extended network of physician lending specialist and insurance specialist exist.

Through the passion that Kevin Kroskey has for financial planning, learning, growing, and helping people, he has acquired vast expertise in many areas of wealth management over the last 15 years. Kevin Kroskey earned an undergraduate degree in Education and a graduate degree in Finance both from the University of Akron. 

Kevin Kroskey was a former high school physics teacher before entering Finance, and Kevin Kroskey has taught a graduate level course at Tri-C Corporate College in Retirement Planning to other financial professionals also seeking to become Certified Financial Planners®. He believes utilizing his teaching methods to educate clients and collaboratively making smart financial decisions improves his clients’ lives. 

Please visit www.TrueWealthDesign.com for more information or email Kevin Kroskey directly at [email protected] to schedule a complimentary initial consultation.