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In the Mind of an Expert: Adam Koos on Markets, Strategies, and Success

From Market Challenges to Wealth Creation – Creating Expert Strategies

Adam Koos’s accolades include being named one of Central Ohio’s “20 People to Know in Finance,” receiving the 2011 Business First Greater Columbus “Forty Under 40” award, and winning the Better Business Bureau “Torch Award for Ethics & Trust.” Adam takes pride in his six-time recognition as “Best Private Wealth Management Firm” by Columbus CEO Magazine’s “Best of Business” awards and consistent acknowledgment as one of central-Ohio’s “Top Fee-Only Financial Planning Firms” by Business First since 2014.

Learn how Adam learns, trades and more… Sit back and learn from a very talented RIA!

Tomorrow I will be starting a new weekly letter on positions and positioning.

Stay informed. Stay resilient. Against all odds.

Warm regards, Jason Perz

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Twitter: @jasonp138


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