About Adam Koos

Adam Koos, CFP® is an award-winning financial planner and owner of Libertas Wealth Management Group, Inc., located in Dublin, Ohio. Over the past 10+ years, his common sense financial planning advice and trademarked “Defense First” portfolio management has caught the eyes of both investors, as well as the media.

Author Archive | Adam Koos


The Country Club Effect

Investors hearing their friends talk about all the money they were making in the market caused feelings of regret and jealousy. Read Montague calls this “The Country Club Effect”

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one big tax mistake

One Big Tax Mistake

Here we are at the end of tax season again. Like every year, American taxpayers are attempting to get their tax returns done last minute in an attempt to avoid extending.

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