Welcome to Krilogy Texas1, a team of wealth management professionals focused on serving as trusted guides on each client’s wealth management journey. Backed by the power of the full Krilogy team of wealth professionals, portfolio managers, market specialists, financial planners, tax and estate attorneys, Krilogy Texas provides the most comprehensive wealth management experience with the highest level of client services.
Krilogy Texas was formed in 2023 when Phlox Capital Management of Dallas joined forces2 with Krilogy, and is led by Managing Partner Joe Martinez. Joe’s passion for helping people, leveraging his investment knowledge and leading with the core beliefs in transparency, independence and commitment to fiduciary care married seamlessly with Krilogy’s values and approach to client service. It was immediately clear that the best way for his team to continue enhancing the client experience was to join Krilogy. This empowers clients to take advantage of Krilogy’s robust expertise and depth of talent in all areas of wealth management.
|Individual Wealth Management and Planning||(K) Plans||Institutional Advisory||Portfolio Management|
As is the case with the entire Krilogy organization, Krilogy Texas:
- Operates under Krilogy an independent Registered Investment Advisory (RIA) firm
- Is committed to fierce independence to create financial plans to meet each client’s goals
- Serves clients as a fiduciary
- Offers a best-in-class investment platform and advanced technology for 24/7 account access
- Embraces the firm’s values of dedication, abundance, leadership and respect
We look forward to seeing you soon in the Krilogy Texas Headquarters office, and invite you to get to know our team!
Our Dallas Team
1Krilogy Texas is a division of Krilogy Financial (“Krilogy”) providing services through Krilogy, a Securities and Exchange Commission (“SEC”) registered investment advisor.
2As of October 1, 2023