Dakota
Dakota
Book a Demo
Talk to an Expert

KOA Financial Group

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Las Vegas
CRD Number
Website koafg.com
Client types

Overview

KOA Financial Group is a Las Vegas-based wealth management and tax strategy firm. The firm provides a comprehensive approach to wealth preservation by integrating proactive tax planning with dynamic investment management. KOA Financial Group functions as a fiduciary allocator, designing tailored portfolios that prioritize tax minimization and long-term capital growth. Their service model ranges from essential tax preparation to "VIP" level strategic planning, which includes specialized access to alternative investment opportunities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy