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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.

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Market Pullback Or Crash? Breaking Down Trends, Trump 2.0, And What’s Next &Raquo; Black Suit Smile Close Up Headshot
Market Pullback or Crash? Breaking Down Trends, Trump 2.0, and What’s Next

The latest No-Huddle Market Update provides insights into the current market conditions, comparing historical trends, analyzing volatility, and assessing the potential for a major downturn. Here’s a…

The latest No-Huddle…

The latest No-Huddle Market Update provides insights into the current market conditions, comparing historical trends, analyzing volatility, and assessing the potential for a major downturn. Here’s a breakdown of the key takeaways: The No-Huddle Market Updates are released when market conditions cause heightened investor concern. Recently, an increasing number of people have been reaching out for… Source

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&Quot;No-Huddle&Quot; Stock Market Update! Trump Trade War Ii Update - Taking A Deeper Look At The Evidence &Raquo; Hqdefault 247
"NO-HUDDLE" STOCK MARKET UPDATE! Trump Trade War II UPDATE – Taking a DEEPER Look at the Evidence

In this 20-minute No-Huddle Update, Adam D. Koós, CFP®, CMT®, CEPA shares some things that might surprise you about the stock market today.What's going in the stock market today and what are prof…

In this 20-minute No…

In this 20-minute No-Huddle Update, Adam D. Koós, CFP®, CMT®, CEPA shares some things that might surprise you about the stock market today.What's going in the stock market today and what are professional investors doing about it?Is this the start to the next bear market CRASH?...or is it an anomalous, news-driven correction that will be over in a matter of months - or even weeks?What DO the forward-looking returns on the S&P500 look like when compared to previous times when we've seen similar fear in the markets?Any questions? Head over to www.LibertasWealth.com and click on …

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Life Insurance 101: Term Vs. Permanent – What You Need To Know &Raquo; Black Suit Smile Close Up Headshot
Life Insurance 101: Term vs. Permanent – What You Need to Know

Life insurance is a critical component of financial planning, yet it often feels overwhelming due to the many policy options and factors to consider. In this Cash Podcast episode, financial expert Ada…

Life insurance is a …

Life insurance is a critical component of financial planning, yet it often feels overwhelming due to the many policy options and factors to consider. In this Cash Podcast episode, financial expert Adam Koós and insurance professional Dan Brookman break down the key elements of life insurance, including term and permanent policies, how to determine the right coverage and special considerations for… Source

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Trump, Tariffs &Amp; Turmoil: What The Media Isn'T Telling You About The Stock Market (2Q Market Update) &Raquo; Hqdefault 3
Trump, Tariffs & Turmoil: What the Media Isn’t Telling You About the Stock Market (2Q Market Update)

Welcome to the 2Q25 Scouting Report – your quarterly deep-dive into the markets with Adam Koós, CFP®, CMT®, CFTe, CEPA – President & Portfolio Manager at Libertas Wealth.In this quarter�…

Welcome to the 2Q25 …

Welcome to the 2Q25 Scouting Report – your quarterly deep-dive into the markets with Adam Koós, CFP®, CMT®, CFTe, CEPA – President & Portfolio Manager at Libertas Wealth.In this quarter’s screencast, we dig into:Why foreign markets are unexpectedly outperforming the U.S. What “Tariff Liberation Day” could mean for investors (Déjà vu 2016?) Long-term momentum shifts you won’t want to ignore How to sift through the market noise to spot opportunities before they hit the headlinesAs always, this update combines data-driven insights with real-world strategy—no fluff, no…

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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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