Top Financial Advisers 2019

Krilogy Financial® Named to the 2019 Financial Times 300 Top Registered Investment Advisors

Krilogy Financial®, an independent wealth management firm with over $1 billion in assets, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisors in 2019. The 2019 announcement marks the third year in a row in which Krilogy has been honored as a top Registered Investment Advisor.  The list surveys Registered Investment Advisors (RIAs) and recognizes…

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Michael Barbercheck

Krilogy Financial® Welcomes Financial Advisor Michael Barbercheck to the Firm

Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, recently added Michael Barbercheck to the team as a financial advisor. Barbercheck will focus on leveraging Krilogy’s independence, teamwork and investment platform to help meet specific client objectives in managing their wealth. “Michael comes to Krilogy with a background in customer service and demonstrates an inherent…

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The Push-Pull Between Strong Earnings and Higher Rates – 2018 Volume One

It’s hard denying that 2017 was a record-setting year for the S&P 500 from various perspectives. Of note, every month experienced a positive return for the first time since 1928. Not only was this historic feat accomplished in the face of what seemed to be plenty of headline risk, but it was done so with historically low volatility. Specifically, the…

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Charles P. Schulz

Advisor Spotlight: Charles P. Schulz AIF® – 2018 Volume One

Dedication, Abundance and Leadership are core values that advisors at Krilogy live by, which is made apparent by the commitment and support the team give each other. These values are exceptionally clear in Financial Advisor, Charles Schulz. I first met Charles at Mizzou while speaking with soon-to-be-graduates about career opportunities. He was responsible for making sure fellow students were on…

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2018 Krilogy Cares Partner – Dueling for Lincoln

Watching someone you love suffer from severe illnesses and genetic disorders is traumatic and heartbreaking. Families going through these situations need support and hope for treatments that will give their loved one a chance. The 2018 Krilogy Cares partner, Dueling for Lincoln, was founded to help support families experiencing such tragedies. The organization was created by Matt Mercer, Krilogy Tax…

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Krilogy Launches Tax Services Division – 2018 Volume One

Krilogy Financial® has announced the formation of a separate but affiliated tax preparation and planning company, Krilogy Tax Services, LLC. Krilogy Tax Services features a team of CPAs focused on tax preparation and filing, and developing strategies with Krilogy advisors to create the most effective tax plans for clients. “Taxes play a significant role in a client’s overall wealth management…

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Second Annual Shred Event – 2018 Volume One

For the second year in a row, Krilogy has partnered with PROSHRED Security® to hold a shredding event on Saturday, May 19th from 9:00am to 12:00pm. This free event will take place at our Creve Coeur office at 600 Emerson Road, St. Louis,Missouri, 63141. Trucks from PROSHRED will be on hand to accept paper, note pads, hanging files, file folders,…

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Elizabeth Connelly is Named One of St. Louis’ Best Wealth Managers

St. Louis, MO – Each year, St. Louis Small Business Monthly surveys its readers to compile their annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. Krilogy is pleased to announce that Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP has been named to this year’s list, which is featured…

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Investment Committee & IA Department News – 4th Quarter 2017

Late Cycle “Reflation” and What it Means Last quarter we speculated as to whether or not corporate earnings would play catch up or if the gap between the price of the S&P 500 and the Earnings Per Share (EPS) growth for the S&P 500 would continue to widen. Well, given the continued resilience of the stock market, the gap has…

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In the Community – 4th Quarter 2017

Medicare is a topic that can be complicated, and quite frankly, frightening for many people as they near retirement. Krilogy advisors often field numerous questions about Medicare, and have in-depth discussions with clients as we prepare their financial plans. After all, health care costs can have a big impact on your nest egg if you don’t properly plan for how…

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