Searcy Financial Services, Inc. Email Format
Financial ServicesKansas, United States11-50 Employees
Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm operating within the financial services industry. It offers personalized planning, investment management, and support for employer-sponsored retirement plans, aiming to align financial guidance with clients’ values, beliefs, and desired level of involvement. The firm emphasizes multi-generational engagement when appropriate, providing education and guidance across family members as part of its planning process. Based in Overland Park, Kansas, the company serves clients from locations including Kansas City, Salt Lake City/Utah Valley, and Peoria, AZ, and organizes its services around long-term strategy, rigorous investment management, and practical business and practice consulting for small businesses.