The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship.

Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.

This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. 

Finance

Krilogy

Krilogy's headquarters in Creve Coeur, MO, United States

This department provides comprehensive financial guidance and investment strategies to help clients manage and grow their wealth.

Wealth Advisory Services

The Wealth Management Team at Krilogy focuses on providing comprehensive financial planning and investment advisory services to clients. Comprised of experts in wealth advisory, financial planning, and investment strategy, this team works collaboratively to help clients gain clarity about their financial future and make informed decisions. They design personalized wealth plans that align with clients' values and life goals, acting as guides, educators, and advocates throughout the entire financial journey.

Wealth Management Team

The Financial Planning and Analysis Team at Krilogy is responsible for creating comprehensive financial plans that align with the values and aspirations of our clients. This team conducts detailed analyses, leverages investment research, and utilizes both quantitative and qualitative strategies to develop and refine wealth-building strategies. They work collaboratively to provide data-driven insights and informed guidance, ensuring clients make confident financial decisions.

Financial Planning and Analysis Team

The Tax and Financial Services team at Krilogy specializes in providing comprehensive tax strategies and financial planning solutions. This team of tax managers, financial advisors, and technical experts works collaboratively to offer personalized guidance, ensuring clients make informed and confident financial decisions. They are dedicated to building and implementing wealth plans that align with clients' values and aspirations, fostering trust and clarity in every financial journey.

Tax and Financial Services

The Leadership Team at Krilogy plays a crucial role in shaping the company's strategic direction and values-based culture. Comprising top executives, including the Founder and CEO, they collaborate to guide the organization in providing exceptional financial advice and fostering strong client relationships. Their focus is on aligning the company’s operations with its core values, ensuring that every decision enhances trust, promotes education, and supports clients in achieving their financial goals.

Leadership Team

The Operations Team at Krilogy is responsible for the efficient and effective management of the firm's internal processes and client services. This includes overseeing advisor operations, managing business workflows, and ensuring seamless office functions. They support the advisors by streamlining administrative tasks, thus allowing the team to focus on delivering informed, values-driven financial guidance to clients.

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Other teams

Wealth Management Team

Financial Planning and Analysis Team

Tax and Financial Services

Leadership Team

Operations Team