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Kevin Kroskey - Financial Advisor in Akron, OH | WiserAdvisor.com

About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER&reg; Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (<a href="https://www.truewealthdesign.com/contact/top-financial-advisor-akron-ohio/">Akron</a>,&nbsp;<a href="https://www.truewealthdesign.com/contact/gain-financial-clarity-with-a-top-cfp-professional-financial-advisor-in-bay-village-ohio/">Bay Village</a>,&nbsp;<a href="https://www.truewealthdesign.com/contact/top-financial-advisor-canfield-ohio/">Canfield</a>,&nbsp;<a href="https://www.truewealthdesign.com/contact/">Hudson</a>), Pennsylvania (<a href="https://www.truewealthdesign.com/contact/professional-financial-advisor-in-sewickley-pa/">Sewickley</a>) and Florida (<a href="https://www.truewealthdesign.com/contact/top-financial-advisor-ft-myers-florida/">Ft. Myers</a>,&nbsp;<a href="https://www.truewealthdesign.com/contact/top-financial-advisor-naples-florida/">Naples</a>).
Retirement Planning:&nbsp;We specialize in <a href="https://www.truewealthdesign.com/retirement-planning/" target="_blank" rel="noopener">retirement planning</a>, retirement distribution planning and cash flow management.&nbsp;
Tax Planning:&nbsp;We provide proactive accounting and tax services through our&nbsp;<a href="https://truewealthaccounting.com/">True Wealth Accounting &amp; Tax&nbsp;</a>division. 
Investment Management:&nbsp;Our&nbsp;<a href="https://www.truewealthdesign.com/twd-blog/the-science-of-investing-factors-you-can-use-to-build-better-portfolios/">investment philosophy is science-based</a>&nbsp;and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

True Wealth Design, LLC

Tyler was born and raised in a small two-traffic light town outside of Columbus, OH, and attended Miami University. He graduated with degrees in both Finance and Decision Sciences (aka Statistics). He and his wife Jenn moved to northeast Ohio in 2014. They have since added to their family in 2019 and 2021 when their daughters, Livia and Nora, were born. Tyler enjoys spending time with his family, hiking, watching Ohio State football, and trying out new restaurants.

We are wealth managers that specialize in retirement 
planning, retirement distribution planning and cash flow 
management, investment management, and tax planning 
services.

We provide proactive tax planning services and can handle 
tax preparation as well.

Our investment philosophy is science-based and 
focuses on low-cost, tax-efficient, and well diversified 
portfolios that are matched to your retirement plan and 
spending needs.

Paladin Research Report For:

Kevin Kroskey

True Wealth Design, LLC

About Kevin Kroskey

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