Firm Highlights

Top CompanyFirm founded in 1976

Fee-Only, NAPFA Registered Financial Advisors

Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission

Reputation

Listed as a "Top Wealth Manager" – AdvisorOne.com 2001-2012
Best Financial Advisors for Doctors –Medical Economics 2002-2006, 2011-2016
NAIA's Company of Character Award Recipient - 2016
Best Practices Award: Overall Use of Technology, Industry Innovators - InvestmentNews 2013
Michael Searcy, Four Year Five Star Wealth Manager Award -KC Magazine and 435 Magazine 2012, 2014-2015, 2017
Marc Shaffer, Three Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2015, 2016, 2017
Jessica Searcy-Maldonado, Three Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2015, 2016, 2017
Named to "Best Companies to Work For" -Ingram's (2014, Winner; 2012-2013, Finalist)
Nominee in "Top Companies" -KC Business 2012-2013
Included in the "25 Under 25" Class of 2009 –KC Small Business Monthly 2009
Listed as a "Most Experienced Independent Financial Advisor" –Business Week 2009
One of "The Most Dependable Wealth Managers™ of The Central U.S." –As seen
in Forbes® 2008**

* Information on judging criteria or a copy of the publication is available upon request
** As selected by Goldline Research

Credentials

CFP® –CERTIFIED FINANCIAL PLANNER™ Professional
AIF® –Accredited Investment Fiduciary®
AIFA® –Accredited Investment Fiduciary Analyst™
ChFC –Chartered Financial Consultant
CIMA® - Certified Investment Management Analyst®
CLU –Charted 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™

Publications

WEALTH Enhancement & Preservation, Contributing Expert and Author
Inside the Minds: Wealth Strategies, Contributing Expert and Author
The Malpractice Time Bomb, Contributing Expert and Author
Happily Ever After: Expert Advice for Achieving the Retirement of Your Dreams, Contributing Expert and Author
Financial Savvy for the Small Business Owner, Contributing Expert and Author
The Trust Equation: The Savvy Investor's Guide to Selecting a Competent, Ethical Financial Advisor, Contributing Expert
Searcy on Educated Investing, Author

 

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The 5 Fundamentals of
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getting-started

GETTING STARTED WITH SEARCY