KRD Financial Group, Ltd. and Strategic Edge Wealth Management, merged as one firm to form KRD Wealth Management in March 2022. Strategic Edge Wealth Management Managing Principal, Srbo Radisavljevic, CFP®, will continue as partner of KRD Wealth Management and the firm will operate out of Schaumburg, IL.
KRD Financial and Strategic Edge Wealth Management share a history of offering clients holistic and transparent financial planning, investment management, and retirement planning services for individuals, families, and small businesses.
The merger of the two firms adds a deeper breadth of expertise in areas such as financial planning, tax planning, charitable giving, trust and estate planning, and retirement planning.
“We are thrilled to partner with Strategic Edge Wealth Management and welcome Srbo as a KRD partner,” said Jon Segal, KRD, Ltd. (KRD) partner. “We share a common culture that is passionate about maintaining the highest fiduciary standards while delivering exceptional client service. This merger will allow us to better serve our clients, as well as offer additional resources and opportunity for our staff, which is important to us.”
“Strategic Edge Wealth Management and KRD Financial are an ideal match in terms of client experience, investment philosophy, and professional standards,” said Srbo Radisavljevic, CFP® Strategic Edge Wealth Management Managing Principal/KRD partner. “Both firms share a passion for helping individuals and families grow their wealth, protect their assets, and secure their future for generations to come. As a combined organization, we will be able to offer a greater breadth and depth of tax, accounting, and wealth management services to our clients.”
KRD Wealth Management, as successor to the two firms, will continue to provide you with the highest level of client service to which you are accustomed.
Please join us as we look forward to an exciting future for our clients, employees and partners.
Jon Segal, CPA & Srbo Radisavljevic, CFP®
KRD Wealth Management, LLC (KRD) is an SEC registered investment adviser with places of business in Illinois. SEC registration does not imply any level of skill or training. KRD may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to our registration status, fees and services and/or a copy of our Form ADV disclosure statement, or Form CRS, please contact KRD or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of our business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV.