Karen Maurer, CFP® is a CERTIFIED FINANCIAL PLANNER® with over 25 years of experience helping clients navigate life’s financial complexities with clarity, confidence, and care. While Karen has extensive expertise in supporting women through significant life transitions, her practice is inclusive and welcomes individuals, families and multi-generational wealth.
Specializing in pivotal transitions such as retirement, widowhood, role changes, estate settlement, and business growth, Karen takes a holistic, long-term approach to financial planning. At Krilogy®, she combines expert investment management with our collaborative team of tax, legal, and insurance professionals to ensure every aspect of her clients’ financial lives is strategically aligned. This comprehensive approach results in personalized, values-driven financial plans that promote clarity, confidence, and peace of mind.
Karen is dedicated to empowering her clients with the knowledge they need to make informed, thoughtful decisions—ensuring they feel secure in their financial futures and aligned with their personal values.
An international best-selling author on Amazon, speaker, and frequent podcast guest, Karen shares practical insights and guidance on her YouTube channel @KarenMaurerAtKrilogy, offering support and inspiration for women at every stage of life.
Rooted in the St. Louis community, Karen gives back through her involvement with the St. Louis Crisis Nursery and leadership in several women’s executive groups. Outside of work, she and her husband enjoy scuba diving and traveling—always seeking new adventures above and below sea level.
Securities offered through Saxony Securities, Inc. (“SSI”) Member FINRA/SIPC.
Saxony Securities, Inc., Headquartered at 11152 South Towne Square St. Louis, MO 63123. Investment Advisory Services offered through Krilogy, an SEC Registered Investment Advisor. SSI and Krilogy are not affiliated.
Team
