Firm Highlights
Vision: We are a passionate team of professionals dedicated to serving and empowering others to achieve their dreams.
Mission: We stand Where You Stand.® We do what we do because we believe all people, regardless of background, gender, ethnicity, family demographics, life experiences, knowledge or know how should have an equal opportunity to achieve financial freedom, and we make it our mission to help you get there by:
- Putting other people first.
- Challenging ourselves and others to grow.
- Bringing exceptional value to all relationships.
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.®
Established in 1976, Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA), registered with the U.S. Securities and Exchange Commission. We are Fee-Only and are NAPFA Registered Financial Advisors. Our commitment to providing comprehensive financial planning and investment management services is underscored by our unwavering dedication to integrity, expertise, and client-centric solutions.
Reputation:
- Recognized as a “Top Wealth Manager” by AdvisorOne.com from 2001 to 2012
- Named Best Financial Advisors for Doctors by Medical Economics from 2002 to 2006 and 2011 to 2016
- Recipient of the NAIA’s Company of Character Award in 2016
- Acknowledged with the Best Practices Award for Overall Use of Technology by InvestmentNews in 2013
- Recognized as one of the “Best Companies to Work For” by Ingram’s (Winner in 2014, Finalist in 2012-2013)
- Michael Searcy, Eleven Year Five Star Wealth Manager Award -KC Magazine and 435 Magazine 2012, 2014-2015, 2017-2024
- Marc Shaffer, Ten Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2015-2024
- Jessica Searcy Kmetty, Ten Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2015-2024
- John Fales, Seven Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2018-2024
- Ryan Brooke, Five Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2020-2024
- Nominated as a “Top Company” by KC Business in 2012-2013
- Included in the “25 Under 25” Class of 2009 by KC Small Business Monthly
- Listed as one of the “Most Experienced Independent Financial Advisors” by Business Week in 2009
- Identified as one of “The Most Dependable Wealth Managers™ of The Central U.S.” as seen in Forbes® in 2008**
*Information on judging criteria or a copy of the publication is available upon request
**As selected by Goldline Research
Credentials:
Our team has attained a diverse array of credentials to ensure a high level of knowledge, expertise and professionalism in serving our clients, including:
- CFP® – CERTIFIED FINANCIAL PLANNER™ Professional
- AIF® – Accredited Investment Fiduciary®
- AIFA® – Accredited Investment Fiduciary Analyst™
- ChFC® – Chartered Financial Consultant®
- CIMA® – Certified Investment Management Analyst®
- ChSNC® – Chartered Special Needs Consultant®
- CLU – Chartered Life Underwriter
- EA – Enrolled Agent
- APMA® – Accredited Portfolio Management Advisor℠
- CPFA® – Certified Plan Fiduciary Advisor®
- C(k)P® – Certified 401(k) Professional
- PPC™ – Professional Plan Consultant™
- GFS® – Global Financial Steward®
- CPRC – Certified Professional Retirement Coach
- CRPC® – Chartered Retirement Planning Counselor℠
Publications:
Our team members are respected contributors and authors in various publications, including:
- WEALTH Enhancement & Preservation
- Inside the Minds: Wealth Strategies
- The Malpractice Time Bomb
- Happily Ever After: Expert Advice for Achieving the Retirement of Your Dreams
- Financial Savvy for the Small Business Owner
- The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor
- Searcy on Educated Investing
These highlights reflect our ongoing commitment to excellence, integrity, and client satisfaction. We look forward to continuing to serve our clients with the highest level of professionalism and expertise.