Searcy Financial Services

Searcy Financial Services Viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Searcy Financial Services, Inc.

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets for individual investors and their families and retirement plan sponsors nationwide. We are passionate about viewing wealth from your perspective, to hel

p you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. is a Registered Investment Advisory firm offering the following highly personalized services:

► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be.

► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth.

► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.

► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

The memories you create now will become the wealth you cherish later.Summer has a way of reminding us what really matter...
08/26/2026

The memories you create now will become the wealth you cherish later.

Summer has a way of reminding us what really matters.

For Tanner, that meant exploring Capitol Reef with his family, watching his son catch a tiger trout, hiking Mt. Loafer with his brother, and stepping into the boots of a firefighter during a ride-along that gave him a deeper appreciation for those who serve our communities.

These are the moments that don't show up on a financial statement, but they become part of the story we carry with us for years to come.

We believe financial planning isn't just about preparing for the future. It's about creating the freedom to enjoy the people, places, and experiences that make life meaningful.

We hope you've found time this summer to make memories with the people who matter most.

Money should be a reflection of purpose, not pressure.This summer, John's time wasn't measured by miles traveled or dest...
08/24/2026

Money should be a reflection of purpose, not pressure.

This summer, John's time wasn't measured by miles traveled or destinations visited. It was spent investing in something just as meaningful: his community.

Through the Centurions Leadership Program with the Greater Kansas City Chamber of Commerce, John joined a group of emerging leaders committed to learning more about the opportunities and challenges facing Kansas City, building lasting relationships, volunteering, and helping shape the future of the community they serve.

At Searcy Financial, we believe financial planning isn't just about reaching your goals. It's about creating the freedom to invest your time where it matters most, whether that's with family, your community, or causes you care deeply about.

We're proud to celebrate the many ways our team is living that philosophy, both in and outside the office.

Some places stay with you long after the trip ends.Utah national parks have a way of doing that. The canyon walls, the h...
08/21/2026

Some places stay with you long after the trip ends.

Utah national parks have a way of doing that. The canyon walls, the hoodoos of Bryce Canyon, the bright blue water of Bear Lake, Utah (seriously, it almost doesn't look real). It's hard to describe until you've seen it.

Our own Tanner Manning grew up here and still calls Utah home. He put together a local's guide to the spots worth visiting, the best hikes in Utah, and the restaurants you won't want to miss.

Read More Here: https://searcyfinancial.com/blog/utah-idaho-national-parks-guide?utm_source=facebook&utm_medium=social&utm_campaign=utah_idaho_parks_guide&utm_content=blog_post

We often encourage clients to give themselves permission to spend intentionally, especially when it connects them to the...
08/18/2026

We often encourage clients to give themselves permission to spend intentionally, especially when it connects them to the people and experiences that matter most.

Our President, Jessica, took that to heart this summer by celebrating her grandson August's first birthday, exploring the Everglades, and soaking in the views at Manhattan Beach.

As Marc recently shared in one of his blogs, "Money is meant to serve your life, not the other way around."

That's what thoughtful financial planning is all about: creating the freedom to enjoy the moments that become your favorite memories.

We're proud to share that Searcy Financial Services has been recognized as one of America's Top RIAs for 2026 by Financi...
08/13/2026

We're proud to share that Searcy Financial Services has been recognized as one of America's Top RIAs for 2026 by Financial Advisor Magazine.

Awards are meaningful, but what matters most to us is the opportunity to serve our clients every day.

This recognition reflects the dedication of our entire team and the trust our clients place in us. Thank you for allowing us to be part of your financial journey. We couldn't do it without you.

Here's to another year of helping people plan with confidence and purpose.

Big congratulations to Tanner on earning the right to use the CFP® certification marks! This achievement represents year...
08/07/2026

Big congratulations to Tanner on earning the right to use the CFP® certification marks!

This achievement represents years of education, experience, and a commitment to serving clients with the highest level of professionalism and care. It's a milestone that reflects the dedication Tanner brings to our team and the families we have the privilege of serving every day.

Please join us in congratulating Tanner on this well-earned accomplishment!

Taking inventory isn't about dwelling on what's gone wrong.It's about honestly evaluating where you are today so you can...
08/03/2026

Taking inventory isn't about dwelling on what's gone wrong.

It's about honestly evaluating where you are today so you can intentionally decide where you want to go next.

That's the philosophy behind Marc Shaffer's latest blog post on financial life planning, and it's one worth sitting with.

Before any strategy, any investment decision, or any plan can truly work for you, it starts with an honest look at your current reality. Where you are. What you value. What you want your life to look like.

Read Marc's full piece here: https://searcyfinancial.com/blog/financial-life-planning-take-inventory?utm_source=facebook&utm_medium=social&utm_campaign=financial_life_planning_take_inventory&utm_content=blog_post

Meet Matthew Ray. He believes great service comes down to two things: listening well and following through. We couldn't ...
07/31/2026

Meet Matthew Ray. He believes great service comes down to two things: listening well and following through. We couldn't agree more.

Matthew joins Searcy Financial® as a Client Service Associate. He comes to us with a degree in Business Finance from Brigham Young University-Idaho and certifications in the Behavioral Psychology of Financial Planning and Advising Family Enterprises. In other words, he understands that the people behind a financial plan matter just as much as the plan itself.

That combination of financial knowledge and genuine human understanding is exactly what great client service looks like.

When he's not in the office, you'll find him on the pickleball court, planning his next trip with his wife, or humming a song he can't quite get out of his head.

Join us in welcoming him to the team!

Walt Whitman had it right.We spend a lot of time helping clients figure out the "how" of their financial picture. But th...
07/28/2026

Walt Whitman had it right.

We spend a lot of time helping clients figure out the "how" of their financial picture. But the "why" is almost always the same.

More time with family. A retirement that feels full. The freedom to give back.

Joy. In whatever form that takes for you.

If you've been thinking about what your next chapter looks like, we'd love to be part of that conversation.

Address

12980 Foster Street, Ste 160
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19138143800

Website

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