Tower Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Negotiated fixed fees for financial planning services based on expected hours
$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
Up to $300 per hour for financial planning services
Main office
See office1000 Market Street
Lewisburg PA 17837
Advisors at this office
3
Offices (2)
Most active in
Florida · Indiana · Maryland · Michigan · New Hampshire · New Jersey · Pennsylvania · Texas · Virginia
Also doing business as
Tower Wealth Partners · Tower Wealth Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Darin K
CFP®, Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.
Benjamin L
Series 65
Lewisburg, PA
Tower Wealth Partners
Benjamin Liscum is a financial advisor at Tower Wealth Partners with a Series 65 credential and one year of industry experience. His prior work includes roles at Brynwood Rentals and Jackass Brewing Company, as well as academic positions at The Pennsylvania State University and Penn State University. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a primarily long-term investment approach.
Haley K
Series 66
Carmel, IN
Tower Wealth Partners
Haley Koss is a financial advisor at Tower Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J Alden Associates, Inc. and Raymond James Financial Services. Outside of her advisory role, she is licensed in insurance, dedicating less than 10% of her business time to this activity. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a generally long-term orientation.
Jared K
Series 63, Series 65
Lewisburg, PA
Tower Wealth Partners
Jared Kohl is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms, including J Alden Associates and Raymond James Financial Services. Kohl is also licensed in insurance, dedicating less than 10% of his business time to that non-advisory activity. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets, using customized portfolios that combine fundamental and technical analysis with a generally long-term investment approach.
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