True Wealth Design is an independent, fee-only Registered Investment Advisor (RIA) firm based in Ohio. Founded by Kevin Kroskey, the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide integrated and personalized financial planning, investment management, and tax planning services, primarily focused on helping clients prepare for and navigate retirement. The firm emphasizes a process of "Design, Build, Protect" to create, implement, and safeguard clients' financial plans.

Founded in

United States