Krilogy’s family office services assist multigenerational families with complex wealth management.

Krilogy creates personalized financial plans aligned with clients’ current and future goals.

Krilogy provides institutional investment management and retirement plan advisory for businesses, plan sponsors, and institutions.

Krilogy investment advisory brings the institutional team managing client portfolios together in one place for a unified solution.

New OBBBA provisions took effect in 2026, from a higher estate tax exemption to expanded HSA eligibility. 8 updates taxpayers need to know.

Kent Skornia, CEO of Krilogy, sat down with Conner Young, host of the Advisor Freedom Podcast, to share the story behind founding Krilogy, building a culture of talent, and growing a team-first wealth firm.

As America celebrates 250 years of independence, Krilogy explores what generational wealth planning really looks like from estate structures to the values, conversations, and preparation that make a legacy last.

Krilogy experts share insights on wealth, tax, estate, and financial planning.

Krilogy has announced that mergers and acquisitions veteran Jordan Phillips has joined the firm in the newly created position of Director of M&A.

Krilogy has been named one of the Top Workplaces in the St. Louis region by the St. Louis Post-Dispatch for the sixth consecutive year, based entirely on employee feedback measuring culture, engagement, and overall employee experience.

Krilogy was named one of Financial Planning’s Best RIAs to Work For in 2025 based on employee feedback.

Krilogy has announced that Meghan Abeln, CPA, CFP, has been named Partner, recognizing her leadership, commitment to clients and role in supporting the development of exceptional talent.

Krilogy supports advisors and teams in growing their practices with resources and client-focused time.

Krilogy trains and mentors advisors to build fee-based wealth management practices for individuals and corporations.

Krilogy offers wealth management career opportunities with cross-discipline collaboration.

Lisa manages wealth services at the Creve Coeur office, supporting advisors Steve Grigone, Michael Brown, and Meghan Abeln.

Megan Breuer, CFP, offers financial planning and wealth services to high-net-worth and ultra-high-net-worth families.

Michael Brown advises clients on retirement and financial planning with over 25 years of experience.

Michael implements tailored financial planning strategies to help clients achieve their goals.

Krilogy Cares supports veterans, families in need, and local communities.

Krilogy invites conversations about financial planning, wealth management, and future goals.

Visit Krilogy in Dallas at 3500 Maple Avenue, Suite 1420, for financial planning, investment management, and retirement planning.

Find Krilogy locations in St. Louis, St. Charles County, Washington, O’Fallon, and Dallas, and connect with a wealth advisor.

Visit Krilogy in O'Fallon, Illinois, at 3 Eagle Center, Suite 3, for planning, investments, and retirement advice in the Metro East.

Krilogy tailors financial planning and wealth management to individual client needs.

Krilogy’s privacy policy explains data collection, protection, and usage for client service.

Review Krilogy certification criteria and award disclaimers, including what designations such as AIF and CEPA represent.

Review Krilogy disclosures, including important disclosures, award disclaimers, email terms, tax services, and insurance information.

Krilogy provides disclosures about advisory services, registration, and site information limitations.

Krilogy offers insurance disclosure, noting potential conflicts from commissions.