Devon Flushing
ST. LOUIS, MO – (K)Plans, a financial services firm specializing exclusively in employer-sponsored retirement plans, has announced the addition of Devon Flushing as Retirement Plan Advisor. Flushing brings extensive experience helping business owners evaluate, improve and maximize the value of their retirement plans while navigating the complexities of plan design and fiduciary responsibilities.
“Many retirement plans are established and then simply continue without any regular review or participant engagement activities,” said Matt Ott, President of (K)Plans. “Business owners are focused on running their companies and often don’t realize there are ways to improve plan design, enhance benefits, reduce fees, or even increase their own retirement contributions. Devon has a passion for helping clients uncover these opportunities and understand what is possible.”
Prior to joining (K)Plans, Flushing worked extensively with business owners and retirement plan sponsors, helping them evaluate their plans against industry benchmarks and identify strategies to better support both employers and plan participants. He focuses on educating plan sponsors as they evaluate their options and navigate the decisions that affect their organization and workforce.
“I’ve always enjoyed working with business owners because their retirement plan is often connected to much bigger conversations about their business, their employees and their personal financial goals,” said Flushing. “Thoughtful plan design and ongoing oversight create possibilities they may not be aware of. When we take a closer look, we uncover strategies that strengthen the plan itself, create tax advantages and better align it with long-term objectives.”
Just as importantly, a well-designed plan with ongoing educational support can be a meaningful benefit for employees. Helping employers build a program that supports their goals and the financial wellbeing of their workforce is incredibly rewarding.”
Flushing was drawn to (K)Plans because of the firm’s exclusive focus on employer-sponsored retirement plans and its commitment to a higher level of specialization and proactive service that is difficult to find in firms where retirement plans are not a primary focus. Additionally, (K)Plans’ affiliation with Krilogy® provides a full depth of resources in wealth management and financial planning, estate planning through affiliate Krilogy® Law, and tax planning through Krilogy Tax Services, LLC.
“(K)Plans is unique in that it combines specialized retirement plan expertise with the broader resources available through Krilogy®,” said Flushing. “Business owners often face financial decisions that extend well beyond the retirement plan itself. Having access to a team that can support those conversations across wealth management, estate planning and tax strategy creates tremendous value. Equally important, the culture here is exceptional. Everyone is welcoming, collaborative and genuinely committed to doing what’s best for clients.”
About (K)Plans:
(K) Plans is a financial advisory firm focused exclusively on serving companies that offer employer-sponsored retirement plans and the employees who participate in them. The firm is affiliated with Krilogy® through shared ownership, providing clients with seamless access to a multidisciplinary team of wealth professionals, portfolio managers, CPAs, attorneys, and technology specialists across the Krilogy® organization.
About Krilogy®:
Krilogy is an independent full-service wealth management firm committed to helping clients grow and protect their wealth, instilling confidence and preparing them for the future. Offering a comprehensive range of services in addition to wealth management, including tax preparation, planning, estate planning, and family office services all under one roof, Krilogy takes a holistic approach to financial success. With four offices in the St. Louis area and the expansion into Dallas with the formation of Krilogy Texas in 2023, Krilogy delivers tailored financial solutions nationwide.
Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Registration with the SEC should not be considered an express or implied approval of Krilogy by the SEC. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.
Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.
