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Searcy Financial Services, Inc. logo — Where You Stand.®

Searcy Financial Services, Inc.

Where You Stand.®

Founded 1976 United States Overland Park, United States 13 employees Financial Services

General Information

Company Name Searcy Financial Services, Inc.
Founded Year 1976
Location United States Overland Park, United States +3
Employees 13
Industries Financial Services
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About Searcy Financial Services, Inc.

Searcy Financial Services, Inc. is a financial services startup founded in 1976, with a focus on personalized wealth management. The company's slogan "Where You Stand.®" emphasizes their dedication to understanding their clients' individual perspectives and assisting them in achieving success aligned with their unique terms. With offices in Kansas City, Naples, FL, and Peoria, AZ, they offer a range of tailored services including long-term financial planning, rigorous investment management, and professional consultancy for businesses and practice operations. Searcy Financial Services, Inc. operates as a fee-only Registered Investment Advisory firm and strives to involve multiple generations in the planning process to foster guidance and education for all family members. Their commitment to delivering long-term financial strategies and transparently answering clients' financial questions is reflected in their investment and retirement planning services. Additionally, they provide specialized consulting services to ease administrative burdens for small businesses and practices. Though there are no publicly available records of their recent investments or investors, the company's longstanding presence in the industry underscores its stability and enduring commitment to personalized financial guidance.

Taxonomy: Financial planning, Investment management, Retirement planning, Personalized services, Wealth management, Fee-only advisory, Multi-generational planning, Family education, Business consulting, Practice management, Fiduciary services

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Searcy Financial Services, Inc. Alternatives & Competitors

Searcy Financial Services, Inc. vs
Canvas Wealth Advisors
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Searcy Financial Services, Inc. vs
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Searcy Financial Services, Inc. vs
Persium Group
Persium Group United States

Strategic Wealth Advisory for business owners, retirement plan committees, and individual investors.

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FAQ About Searcy Financial Services, Inc.

Where You Stand.®
Searcy Financial Services, Inc. was founded in 1976.
Searcy Financial Services, Inc. is headquartered in Overland Park, United States.
Searcy Financial Services, Inc. operates in the following industries: Financial Services.
Searcy Financial Services, Inc. has approximately 13 employees.
Top alternatives and competitors to Searcy Financial Services, Inc. include Canvas Wealth Advisors, Heritage Retirement Advisors, Persium Group, Bill Few Associates, Inc., Intelligent Capitalworks. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Searcy Financial Services, Inc. and Canvas Wealth Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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