In part two of “Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing,” financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also discusses the pitfalls of financial advisors who buy TV time or “advertorials,” explaining how these paid segments can mislead viewers into thinking they’re receiving impartial advice.

Additionally, Adam highlights the importance of scrutinizing financial planner designations, offering guidance on which credentials to be wary of and why. He emphasizes that finding a true Fiduciary advisor is crucial, as they are legally obligated to act in your best interest. Tune in to this episode for actionable advice on choosing a reliable financial advisor and protecting your financial future. Don’t miss out on these valuable insights—subscribe and hit the notification bell to stay updated!

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— Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or Retirement Planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide Money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various Retirement plan

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Adam Koós Adam D. Koós, CFP®, CMT, CEPA

Adam’s professional journey began just 10 days before the tragic attack on the World Trade Center in 2001. This timing allowed him to guide his clients through four of the worst market crashes in U.S. history.

He holds several high-ranking certifications, such as the Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), Certified Financial Technician (CFTe), and Certified Exit Planning Advisor (CEPA). He’s also been recognized locally and nationally in publications such as The Wall Street Journal, MarketWatch, Investopedia, Seeking Alpha, FA Magazine, and Proactive Advisor Magazine, just to name a few.

At Libertas Wealth Management Group, Adam utilizes his expertise, focusing on two main areas:

Career professionals who have an interest in utilizing a variety of retirement, tax, insurance, and estate planning tools to make work optional — and stay retired.

Business owners and CEOs interested in transitioning their businesses into more profitable, efficient, and lifestyle-friendly companies with plans to eventually (or immediately) exit, and…

In addition to his financial advisory role, Adam is an accomplished speaker, writer, and educator. He regularly contributes to numerous financial publications and offers financial planning classes and workshops. His dedication to sharing knowledge stems from his family’s background in teaching.

Through these endeavors, Adam continues to make a significant impact on the lives of others, fulfilling the vision he nurtured from a young age, watching his father and absorbing the lessons he was taught about attitude and ethics, and using his knowledge to provide authentic advice, treating clients as if they were his own family.