About Koss Wealth Advisors

Full Spectrum Financial Solutions

Financial management services you can trust.

Services
Tom Koss Koss Wealth Advisors

Tom’s Expertise in Helping Clients:

  • Accumulate, manage, and preserve wealth
  • Evaluate protection planning and insurance tools
  • Design and manage investment portfolios
  • Minimize income taxes paid over a lifetime
  • Design and implement retirement income plans
  • Pass assets to heirs with minimal tax and legal costs

Thomas Koss

Certified Financial Planner ®

Wealth Manager

Tom is a wealth manager and founder of Koss Wealth Advisors. Tom has over 40 years of experience in financial services and business management. He has held the Certified Financial Planner designation for over 28 years. Tom’s primary areas of focus are investment planning and tactical management, retirement income design, and across generations income tax minimization. He is particularly focused on intergenerational planning to help parents and grandparents navigate the complex process of transferring their values and their wealth to the next generation.

Tom has a bachelor degree in business administration and in economics from the University of Wisconsin at Steven’s Point.

Tom has been active in his church and his community for years and is proud of his service as a board and committee member of the Boys & Girls Club of the Northwoods.

During his off time, Tom can be found on his bike, kayak or skis, often with his children. He enjoys all outdoor activities and has completed the annual American Birkebeiner cross country ski race 40 times.

Stephanie Parker

Stephanie Parker

Office Manager for the office of Thomas Koss, CFP

Client Service Manager
Stephanie is a dedicated professional who understands the importance of organization within an office setting. Stephanie’s years of experience in business management and in administrative support have developed her skills to provide superior client services. As our client liaison she expertly manages the office and interactions between clients and our advisors, ensuring a pleasant and efficient experience. With a well-rounded skill set and a passion for accuracy, Stephanie’s goal is to provide our clients with peace of mind knowing that they have thorough answers to their questions. 

Tom’s Experience

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Helping Business Owners Set Up and Manage Their Workplace Retirement Plans, including: SEPs, SIMPLEs, 401ks, and 403bs for Over 25 years

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Certified Financial Planner Designation for 28 Years

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State of Wisconsin Insurance Licenses for 45 Years

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Has spent time as an Ag and Commercial Loan Officer

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Has Prepared income tax returns for Farms and Businesses

Dedicated Team

Tom and his team will provide excellent service and peace of mind to their clients.

“When all is said and done, I want to help people accomplish those things in life that are most important to them and to their families.”

–  Tom Koss

Contact Koss Wealth Advisors

Contact Tom Today

Wealth Manager

Office Hours

Monday - Thursday 8:30am to 4pm
Friday 8:30am to 3pm
Or By Appointment

730 5th Ave. Antigo, WI 54409

Contact Stephanie Today

Client Services Manager

Office Hours

Monday - Thursday 8:30am to 4pm
Friday 8:30am to 3pm
Or By Appointment

730 5th Ave. Antigo, WI 54409