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

Born during the “Blizzard of ’78’ in Oberlin, Ohio, Adam Koós inherited a mix of Hungarian (his father was born in Györ, Hungary), Irish, and German from his parents, Kim and Stephen Koós. While it looks nothing like it sounds, his last name is actually pronounced kōsh, as in “kosher dill pickles.”

The oldest of four, 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.

In 1996, Adam moved to Columbus for college at The Ohio State University, where he met his future wife, Donna. The couple tied the knot in 2003 and now enjoy life with their two wonderful sons, Karston & Kamden. Besides being a devoted family man, Adam is a passionate car enthusiast and a sports fanatic and is a proud season ticket holder for both Ohio State Football as well as the Cleveland Browns.

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.

Recent Content

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The Importance Of Estate Planning &Raquo; Black Suit Smile Close Up Headshot
The Importance of Estate Planning

Estate planning can often seem complex and daunting, but it is one of the most important steps to ensure that your Legacy is preserved and your loved ones are taken care of. Recently, on The Retiremen…

Estate planning can …

Estate planning can often seem complex and daunting, but it is one of the most important steps to ensure that your legacy is preserved and your loved ones are taken care of. Recently, on The Retirement Fiduciary Podcast, host Adam Koós sat down with Dan Baron of Baron Law to discuss various aspects of estate planning, including common misconceptions, probate, trusts, long-term care planning… Source

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&Quot;No-Huddle&Quot; Stock Market Update! Trump 1.0 Vs 2.0 And Trade War Ii - Is This The Next Market Crash? &Raquo; Hqdefault 251
"NO-HUDDLE" STOCK MARKET UPDATE! Trump 1.0 vs 2.0 and Trade War II – Is This the Next Market Crash?

In this 12+ minute No-Huddle Update, Adam D. Koós, CFP®, CMT®, CEPA shares some things that might surprise you about the stock market today.- How does Trade War I compare to Trade War II- Is th…

In this 12+ minute N…

In this 12+ minute No-Huddle Update, Adam D. Koós, CFP®, CMT®, CEPA shares some things that might surprise you about the stock market today.- How does Trade War I compare to Trade War II- Is the stock market headed into a bear market and crash territory?- Should I be worried about my retirement savings right now?Any questions? Head over to www.LibertasWealth.com and click on the button to answer a few questions and schedule an intro call today!---Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcast…

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Speeding Up The Market: What Investors Need To Know About Trading Rule Changes &Raquo; Black Suit Smile Close Up Headshot
Speeding Up The Market: What Investors Need to Know About Trading Rule Changes

The financial markets have recently undergone a significant shift with the implementation of new trading rules. These changes impact the way securities are traded, affecting investors, traders, and fi…

The financial market…

The financial markets have recently undergone a significant shift with the implementation of new trading rules. These changes impact the way securities are traded, affecting investors, traders, and financial institutions alike. This blog post will break down the key aspects of these new rules, explain their implications, and offer insights into stock, bond, and ETF trading strategies. Previously… Source

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Asbury Research Powered By Libertas -- New Client Introduction Video! &Raquo; Hqdefault 1594
Asbury Research Powered by Libertas — New Client Introduction Video!

Welcome to Asbury Research Powered by Libertas – where data-driven Investing meets hands-on portfolio management.At Asbury Research Powered by Libertas, we combine the power of Asbury Research’s…

Welcome to Asbury Re…

Welcome to Asbury Research Powered by Libertas – where data-driven investing meets hands-on portfolio management.At Asbury Research Powered by Libertas, we combine the power of Asbury Research’s time-tested market analytics with Libertas Wealth Management Group’s expertise in portfolio strategy to create data-driven investment models designed for individual investors. Our approach takes the guesswork out of investing, using a methodical, research-backed process to help you navigate the markets with confidence.In this video, we’ll introduce you to who we are, how we met, and how syn…

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How To Identify And Avoid Common Financial Scams &Raquo; Black Suit Smile Close Up Headshot
How to Identify and Avoid Common Financial Scams

Welcome back to the Retirement Fiduciary Podcast, your no-nonsense classroom for financial Education. This episode, hosted by Adam Koós, President and Portfolio Manager at Libertas Wealth Management …

Welcome back to the …

Welcome back to the Retirement Fiduciary Podcast, your no-nonsense classroom for financial education. This episode, hosted by Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group, delves deeper into the murky waters of financial scams and unethical practices. From questionable designations to misleading sales tactics, Adam unpacks how to protect your wealth and work with… Source

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2025 Market Outlook: Reckoning Or Opportunity For Wall Street? &Raquo; Black Suit Smile Close Up Headshot
2025 Market Outlook: Reckoning or Opportunity for Wall Street?

An in-depth review of market dynamics, trends, and investment opportunities for the year ahead. The financial world enters 2025 with mixed optimism and skepticism. While fear mongering dominates headl…

An in-depth review o…

An in-depth review of market dynamics, trends, and investment opportunities for the year ahead. The financial world enters 2025 with mixed optimism and skepticism. While fear mongering dominates headlines, this analysis explores key indicators, trends, and investment strategies that define the current market landscape. Let’s break down the major sectors, asset classes… Source

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Facing The Unexpected: Strategies For Change With Suzanne Campi &Raquo; Black Suit Smile Close Up Headshot
Facing the Unexpected: Strategies for Change with Suzanne Campi

In a recent episode of The Retirement Fiduciary Podcast, Adam Koós welcomed Suzanne Campi, a life coach specializing in navigating life transitions. With a background in psychology, fitness, and recr…

In a recent episode …

In a recent episode of The Retirement Fiduciary Podcast, Adam Koós welcomed Suzanne Campi, a life coach specializing in navigating life transitions. With a background in psychology, fitness, and recruitment, Suzanne shared invaluable insights on managing change gracefully and thriving through life’s uncertainties. Change often induces panic, especially when it’s unexpected. Source

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Investment Strategies And Career Shifts &Raquo; Black Suit Smile Close Up Headshot
Investment Strategies and Career Shifts

An In-Depth Look at the Recently Podcast Interview with Adam Koós Adam Koós’s career began with aspirations of becoming a Trauma surgeon. A pre-med student at Ohio State University, Adam had a lif…

An In-Depth Look at …

An In-Depth Look at the Recently Podcast Interview with Adam Koós Adam Koós’s career began with aspirations of becoming a trauma surgeon. A pre-med student at Ohio State University, Adam had a life-altering realization in his senior year: the medical field wasn’t his true calling. With encouragement from his father, Adam pivoted to financial advising. What began as uncertainty turned into a… Source

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The Beginning Of The End?! The Real Story Behind This Past Week'S Market Panic &Raquo; Hqdefault 628
The Beginning of the End?! The REAL Story Behind This Past Week’s Market Panic

This week, Adam D. Koós, CFP®, CMT®, CEPA discusses the stock market and how things have been going in December 2024.Highlights -📉 Dow struggles: December started poorly for large caps. Market…

This week, Adam D. K…

This week, Adam D. Koós, CFP®, CMT®, CEPA discusses the stock market and how things have been going in December 2024.Highlights -📉 Dow struggles: December started poorly for large caps. Market rebound: The S&P 500 bounced back after a rough FED decision. Government shutdown: Past shutdowns have not significantly impacted markets. FED updates: Rate cuts expectations shifted from four to two. Charts matter: Focus on supply, demand, and momentum over sensational news. Momentum divergence: Recent drops may have cleared negative momentum signals. Strong market signs: RSI levels indicate…

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Understanding Momentum, Volume, And Relative Strength: Key Insights For Investors &Raquo; Black Suit Smile Close Up Headshot
Understanding Momentum, Volume, and Relative Strength: Key Insights for Investors

Navigating the complexities of Retirement Planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, p…

Navigating the compl…

Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, president of Libertas Wealth Management, explores three essential components of market analysis: momentum, volume, and relative strength. These concepts provide investors with the tools to evaluate… Source

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Mastering The Basics Of Price And Trend In Investment Strategy &Raquo; Black Suit Smile Close Up Headshot
Mastering the Basics of Price and Trend in Investment Strategy

The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend.…

The latest episode o…

The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend. Whether you’re preparing for retirement or refining your portfolio management approach, these concepts are essential for navigating market complexities and making sound financial decisions. Source

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Facing The Unexpected: Strategies For Change With Life Coach Suzanne Campi &Raquo; Suzanne Pod
Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helpin…

In this episode of T…

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable. Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her…

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Momentum And Volume - The Other Major Factors To Consider When Investing - The Retirement Fiduciary &Raquo; Hqdefault 789
Momentum and Volume – The Other Major Factors to Consider When Investing – The Retirement Fiduciary

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical f…

In this episode of T…

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.L…

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Momentum And Volume - The Other Major Factors To Consider When Investing &Raquo; Pt 2 Instagram Post
Momentum and Volume – The Other Major Factors to Consider When Investing

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in …

In this episode of T…

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market behavior and make more informed investment decisions. By exploring the role of momentum, he shows how the speed of price changes can signal future trends, while his discussion on volume highlights its importance in confirming those trends.   Check out …

Listen · 36:54
Comprehensive Estate Planning And Long-Term Care: Insights From Libertas Wealth And Baron Law &Raquo; Black Suit Smile Close Up Headshot
Comprehensive Estate Planning and Long-Term Care: Insights from Libertas Wealth and Baron Law

Estate planning and long-term care are crucial aspects of financial Security that can often be overlooked. Adam Koós of Libertas Wealth Management Group and Dan Baron of Baron Law LLC teamed up to de…

Estate planning and …

Estate planning and long-term care are crucial aspects of financial security that can often be overlooked. Adam Koós of Libertas Wealth Management Group and Dan Baron of Baron Law LLC teamed up to deliver an informative seminar discussing the importance of estate planning, how to avoid probate, and strategies for protecting assets from long-term care costs. This blog post summarizes their key… Source

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