Matt Haywood

The Top Five Things to Consider when Evaluating your 401(k) Advisor

Sponsors of 401(k) plans likely work with an advisor to help shape and make recommendations on the funds and investments they offer their plan participants. I say “likely work with” because today, there tend to be many who claim to wear the advisor hat but who may not live up to what you should be getting from a 401(k) plan…

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Jaime Shelton

Krilogy’s Jaime Shelton Recently Named First Female Partner

Jaime Shelton, Director of Operations at St. Louis-based Krilogy Financial®, was recently named partner at Krilogy. With over a decade of experience in the financial services industry, Shelton is Krilogy’s first female partner. Recently named a “Hero in Business” by St. Louis Small Business Monthly, Shelton started at the firm as an assistant to Krilogy President Kent Skornia. She has…

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Pat O'Brien

Krilogy’s Patrick O’Brien, CFP® CFS® Recently Named Partner

Krilogy Financial, a St. Louis-based financial services firm, has recently named Senior Financial Advisor, Patrick O’Brien, partner of the firm. Recently named one of the Top 100 St. Louisans to Know by St. Louis Small Business Monthly, O’Brien’s impact on Krilogy’s business, culture, and vision for the future has helped lead to the rapid level of growth the firm has…

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Patrick Monahan

Krilogy’s Patrick Monahan Recently Named Partner

Patrick Monahan of Krilogy Financial®, a St. Louis-based financial services firm, was recently named as a partner in the firm. Monahan, a Senior Financial Advisor, came on board with Krilogy in its early stages. His contribution to the firm has played a key part in its growth and success. Monahan takes an active role in mentoring other advisors develop in…

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Matt Haywood

The Top Five Things to Consider when Reviewing your 401(k) Provider

As an employer, you may have opted to offer your employees a 401(k) plan as an added benefit for recruitment and retention purposes. Yet what many companies don’t realize is that you should be regularly reviewing your plan to ensure that it continues to be the right fit. I recently wrote an article about your responsibilities as a plan sponsor,…

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Jaime Shelton

Jaime Shelton – One of St. Louis’ Heroes in Business

The July, 2016 issue of St. Louis Small Business Monthly shines a spotlight on business professionals who go “above the call of duty” each day to excel not just in their career, but also to make an impact in our community. According to the paper, this handful of selfless individuals “devote(s) creativity, energy and professional acumen to solving a problem…

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John McArthur

Your Money and Your Day-to-Day Decisions

We started this article series talking about your money and your emotions. Our emotions have an effect on financial matters, whether we realize it or not. The everyday decisions we make also have an impact on long term success. Those decisions are made at the ice cream stand, the hardware store, the auto repair shop, and with many other things…

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Krilogy Financial

Krilogy Financial Adds Two Independent St. Louis Financial Planning Firms, Names New Partners

July 5, St. Louis, MO – Krilogy Financial continues its rapid growth pace in 2016 with the recent acquisition of one firm, The Sher Group and addition of another, OPTIMUM Wealth Management. The addition represents an increase of $160 million in assets under management, bringing Krilogy’s total assets to about $625 million and increasing its employee count to 37. The…

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John McArthur

Your Money and Your Legacy; How “Legacy Thinking” Can Enrich Your Life

What does a legacy look like? “Legacy” is defined in different ways. Some of the most common dictionary sources cite definitions similar to this: leg•a•cy – something (such as property or money) that is received from someone who has died. We at Krilogy have a different viewpoint. You probably do, too. Our clients often see their legacy as being partly…

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FT Advisers

Krilogy Financial Named to the 2016 Financial Times Top 300 List

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2016 Financial Times list of the Top 300 Financial Advisors in the United States. The list surveys Registered Investment Advisors (RIAs) across the country and represents a snapshot of RIAs that the Financial Times identifies as the “best”…

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