Krilogy clients' lives are transformed through the collaborative, guided work we pursue together. We deliver more than mere satisfaction. We deliver impact. It all starts by listening. Our advisors are trained specifically to meet our client’s individual needs, including working with caregivers and older adults, addressing the unique needs and situations they face.
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The team you choose matters. At Krilogy, we’re focused on helping identify and solve for the unique issues you and your family face, especially as you age.
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.
Headquartered in St. Louis, our team of financial advisors is well-versed on the retirement planning, estate planning, and portfolio management our clients face in Missouri as they age.
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. We believe in:
- Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations.
- Abundance: Going beyond the financial plan to guide you to financial independence and well-being.
- Leadership: Sharing informed insights and working as a team to inspire confident decision-making.
Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life’s changes. We take the work and the weight off your shoulders as you consider how best to plan for retirement, long-term care, tax planning, risk management, budgeting for healthcare, investment management, managing fiduciary responsibility, cash flow management, and how best to take care of future generations.
Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team’s years of experience, knowledge, and our extensive use of technology provides data-driven advice to address the unique needs of your financial plan in any financial situation.
When it comes to working with seniors and caregivers in St. Louis, our certified financial planners (CFPs) first work to understand the unique financial goals and challenges each unique client faces. Our advisory firm team includes wealth advisors with the Certified Senior Advisor® (CSA) designation from the Society of Certified Senior Advisors. This credential is awarded to professionals who demonstrate in-depth knowledge in advisory services for older adults, retirees and the ability to address the unique needs and situations they face.
We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready.
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