# Tower Wealth Partners
Source: https://planprovider.pro/provider/tower-wealth-partners

> Tower Wealth Partners is a registered investment advisor headquartered in Lewisburg, PA, with an additional office in Winter Park, FL. They specialize in fin…

Retirement Plan Advisor

Lewisburg, PA

## About Tower Wealth Partners

Tower Wealth Partners is a registered investment advisor headquartered in Lewisburg, PA, with an additional office in Winter Park, FL. They specialize in financial planning and portfolio management for individuals, small businesses, pension and profit-sharing plans, charitable organizations, and government entities. The firm, which has been in business since 2020 (rebranding from Koss Financial Group established in 2005), serves a diverse clientele including business owners, professionals, executives, families, individuals, healthcare professionals, retirees, and those experiencing sudden wealth. With a focus on simplifying finances and building strong client relationships, Tower Wealth Partners aims to create custom-made plans to help clients achieve their financial goals and a desired quality of life. Their fee-only structure and expertise in serving various client types, including pension plans, underscore their commitment to fiduciary responsibility. Tower Wealth Partners operates nationwide and manages over $1.5 million in client assets.

Website: [https://towerwp.com/](https://towerwp.com/)

Founded: 2020

## Office Locations

- Lewisburg, PA (Headquarters)

- Lewisburg, PA

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.5M

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