About Krilogy

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. We believe in:

  • Dedication: Massive dedication to our craft; our clients; and our fellow Krilogizers. The most valuable gift we can offer is ourselves.
  • Abundance: Our true worth is determined by how much more we give in value than we receive in payment.
  • Leadership: Devote our talent, skills, and passion to serve the needs of our clients, our teammates, and our communities.
  • Respect: We respect the good & craziness of our fellow Krilogizers and we know that they operate from a value based approach to perform for our clients.

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 big decisions such as retirement, selling a business (or buying one), and leaving a legacy for 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 knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan.

We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready.


  • Founded 2009
  • Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors
  • $2 Billion in Assets
  • Custodians: Charles Schwab, Fidelity

The Team:

  • Wealth Advisors
  • Retirement Plan Specialists
  • Investment Strategists
  • Portfolio Strategists
  • Market and Portfolio Analysts
  • Financial Planners
  • Paraplanners
  • Wealth Services Managers
  • Certified Public Accountants