Wealth Advisor, Krilogy
Achieving success for clients takes teamwork to implement unbiased strategies and consistent, steady energy towards managing financial plans and monitoring progress. Those traits, ever-present at Krilogy, attracted Kristin Fomon to the firm in 2014 and have allowed her to help her clients reach their financial goals. At Krilogy, Kristin has been able to leverage the firm’s technology and Independent RIA platform to work in her clients’ best interests, using the entire market of strategies and financial companies to create custom wealth management plans. Kristin regularly reviews clients’ glide paths and measures progress in relation to their ideal goals and risk tolerance. Krilogy® is an independent wealth management firm known for putting in relentless effort to develop strategies and manage clients’ wealth, fostering a sense of confidence and readiness for the future. Founded in 2009, the firm takes an institutional-style approach and has a disciplined, rebalancing process that leads to less volatility in returns.