Kevin Kroskey

About Kevin Kroskey

I grew up in a small steel town on the Ohio River and worked my way through college, graduating from the University of Akron (B.A. Education and M.B.A Finance). I founded True Wealth Design in 2005. As of 1.1.25, we serve 350+ wealth and 1,500+ tax/accounting clients, helping them all \"Plan Smarter and Live Better.\"How would you describe yourself in one sentence?Optimistic, hard-working, a life-long learner, and ambitious professionally but laid-back personally.What is something most don’t know about you?I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.What do you do in your free time?Family-oriented fun mostly, enjoying our home, community, sailing, restaurants, and exercising.What are your wardrobe constants?T-shirt, Flip-flops, and some sort of hat.(A bald man always needs a hat for cold, rain, sun, or aesthetics.)What is something interesting someone has said about you?A few clients call me their \"Money Doctor,\" which they arrived at independently. That\'s what I tell my two young daughters that I do.What are you proud of?I have overcome a lot in my life and much perseverance was required on my journey. I am proud I persevered and of the family, business, and life I\'ve helped build. While the achiever in me continually strives to become better, I feel proud when reflecting on the journey and positive differences made in the lives of clients, our team, and our local communities. The best is yet to come.

Experience

1. Founder & CEO

   True Wealth Design

   Feb 2005 — Present · Cleveland/Akron, OH, US

   True Wealth Design is a fiduciary advisory firm serving successful families and closely held business owners who want their financial lives coordinated — not fragmented.We integrate investment management, tax strategy, retirement planning, and business advisory solutions into one disciplined, proactive strategy. Our approach simplifies complexity, aligns personal and business decisions, and helps clients build wealth with intention and clarity.We help you plan smarter — so you can live better.Learn more at

Education

• The University of Akron

  MBA, Finance

  2005

• The University of Akron

  B.A. Science Education, Physics Minor

• Indiana University of Pennsylvania

  Education

Skills

• Investments
• Wealth
• Strategy
• Mergers & Acquisitions
• Asset Management
• Investment Advisory
• Fixed Annuities
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Insurance
• Financial Advisory
• Uniform Combined State Law
• Financial Analysis
• 401k
• Wealth Accumulation
• Due Diligence
• Wealth Management
• Loan Origination
• Refinance
• Etfs
• Coaching
• Relationship Management
• Retirement Planning
• Certified Financial Planner
• High Net Worth Individuals
• Portfolio Management
• Life Insurance
• Finance
• Pensions
• Credit
• Retirement
• Bonds
• Strategic Financial Planning
• Securities
• Estate Planning
• Series 7
• Series 63
• Financial Services