Kevin Kroskey, CFP®, MBA
President & Wealth Advisor
Kevin Kroskey, CFP® started True Wealth Design in 2005 as a sole practitioner. Today Kevin Kroskey leads a team of highly skilled and credentialed professionals in providing comprehensive wealth management services to 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, Mercy and Healthspan. Kevin Kroskey and his team have deep expertise in the areas of retirement planning, tax planning, and investment management. Tax preparation and concierge services are also available to simplify our client’s busy lives. Extended network of physician lending specialist and insurance specialist exist.
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.
Kevin Kroskey lives with his family in Bath Township, Ohio. Kevin Kroskey serves on the Bath Community Fund Advisory Board and writes a monthly column in the Bath Country Journal. He and his wife are avid dog-lovers and spend much of their free time walking or biking in their neighborhood or on the trails through the Cuyahoga Valley National Park.
Please visit www.TrueWealthDesign.com
for more information or email Kevin Kroskey directly at email@example.com
to schedule a complimentary initial consultation.