Tower Wealth Partners

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Client assets under management

$439,307,514

Clients

920

16% high-net-worth

Advisors

of 9 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

307

Very High

Average account size

$477,508

About

Tower Wealth Partners provides wealth management, investment management, financial planning and retirement-plan advisory services to individuals (including high net worth clients), trusts, estates, businesses and employer retirement plans. The firm reports discretionary management of about $440 million in client assets across roughly 920 client relationships supported by a three-advisor team.

Tower Wealth constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, and may engage unaffiliated independent managers when appropriate; its process combines fundamental and technical analysis and is generally long‑term oriented while allowing shorter‑term trades to meet client objectives. The firm conducts ongoing monitoring and periodic reviews, and serves as an ERISA fiduciary when providing retirement-plan services, including both 3(21) consulting and 3(38) investment management engagements.

Distinctive features include an unusually high client-to-advisor ratio—more than 300 client relationships per advisor—which is rare among similarly supported firms and indicates the firm services a large number of individual accounts. Tower Wealth’s advisory personnel are also licensed insurance professionals who implement insurance recommendations for separate commission compensation (a disclosed conflict of interest), and the firm maintains an institutional platform relationship with Raymond James from which it receives software, systems support and other economic benefits.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Negotiated fixed fees for financial planning services based on expected hours

Percentage

$0 - $249,999: 1.75% annually $250,000 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.75% annually

Project-based

Up to $300 per hour for financial planning services

Main office location

Tower Wealth Partners

1000 Market Street

Lewisburg PA 17837, United States

Number of offices

Most active in

Florida · Indiana · Maryland · Michigan · New Hampshire · New Jersey · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (570) 524-7200

Advisors at this firm

Darin K

Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Haley K

Series 66

Carmel, IN

Tower Wealth Partners

Haley Koss is a financial advisor with Tower Wealth Partners in Carmel, IN, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at J Alden Associates, Inc. and Raymond James Financial Services. She is also insurance licensed, dedicating less than 10% of her business time to non-advisory insurance activities. Tower Wealth Partners provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm customizes investment portfolios using diversified mutual funds, ETFs, and individual securities, employing fundamental and technical analysis alongside third-party manager oversight.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Jared K

Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Jared Kohl is a financial advisor at Tower Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J Alden Associates, Raymond James Financial Services, and Koss Financial Group. Kohl is also insurance licensed, dedicating less than 10% of his business time to non-advisory insurance activities. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm customizes portfolios using diversified mutual funds, ETFs, and individual securities, employing both fundamental and technical analysis and offering fiduciary support for retirement plans.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

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