WHERE YOU STAND®
The 5 Fundamentals of
Selecting the Right Advisor
Selecting the right financial advisor can be a defining step toward achieving your financial goals. A quality financial advisor may help you define your values, marry your values with your goals, and develop a plan to reach those goals while making a meaningful impact on your life and the world around you. This resource is designed to help you find an advisor that’s right for you.
Who We Serve
Financial Planning for Individuals and Families
We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your personal wealth 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.
Group Retirement Plans Employer-Sponsored Retirement Plan
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. We want your participants to know where they stand and have a plan to save for a dignified retirement.
10 Reasons You’ll
Love Working With Us
We Plan
We require the plans we develop with you to do more than “get the job done.” They are designed to motivate you to reach your goals by making sure you can see yourself in every piece of the plan.
We Invest
Some firms outsource their investment management. That doesn’t work for us. We are hands on with the management of your investments, and each decision made is backed by our rigorous research, education and experience.
We Implement
Having a plan is just the first step toward reaching your goals. We are with you each step of the way, helping you implement your plan and adapt it to reflect changes that occur in your life.
We Educate
The opportunity to make smart financial choices happens in your life every day. We are happy to share our knowledge so you recognize these situations and make great decisions.
We Empower
When you work with us, you have an entire team supporting your needs. You can count on us to be there for you. We have a business continuity plan in place so we can serve the lifetime and generational needs of your family.
We Focus
From your big picture goals to your day to day challenges, we focus on getting a true vision of your life. We take that understanding of your life and turn it into a plan that really works for you.
We Disclose
We put your interests first, and we put this fiduciary approach in writing. Our transparency is intentional so you are never left questioning any piece of our fee-only business model.
We Respond
You have easy access to our team when you need us, how you need us, for the big things and the not-so-big things. Our communication and response standards are high and meeting your needs is a top priority.
We Serve
Our reputation is consistently recognized at the local and national level. We strive to exceed best practices and deliver top-notch service to every client.
Your Emotional Support Financial Advisor™
Life is complex enough without carrying financial uncertainty alone. We meet you where you stand® and help you navigate decisions with clarity, confidence, and a plan for where you want to go next.
We Stand Where You Stand
Our clients are successful, well-educated individuals with many demands on their time. We meet you where you stand in life, understanding what’s important to you now and planning for where you want to be in the future.
We Plan
We require the plans we develop with you to do more than “get the job done.” They are designed to motivate you to reach your goals by making sure you can see yourself in every piece of the plan.
We Invest
Some firms outsource their investment management. That doesn’t work for us. We are hands on with the management of your investments, and each decision made is backed by our rigorous research, education and experience.
We Implement
Having a plan is just the first step toward reaching your goals. We are with you each step of the way, helping you implement your plan and adapt it to reflect changes that occur in your life.
We Educate
The opportunity to make smart financial choices happens in your life every day. We are happy to share our knowledge so you recognize these situations and make great decisions.
We Empower
When you work with us, you have an entire team supporting your needs. You can count on us to be there for you. We have a business continuity plan in place so we can serve the lifetime and generational needs of your family.
We Focus
From your big picture goals to your day to day challenges, we focus on getting a true vision of your life. We take that understanding of your life and turn it into a plan that really works for you.
We Disclose
We put your interests first, and we put this fiduciary approach in writing. Our transparency is intentional so you are never left questioning any piece of our fee-only business model.
We Respond
You have easy access to our team when you need us, how you need us, for the big things and the not-so-big things. Our communication and response standards are high and meeting your needs is a top priority.
We Serve
Our reputation is consistently recognized at the local and national level. We strive to exceed best practices and deliver top-notch service to every client.
Your Emotional Support Financial Advisor™
Life is complex enough without carrying financial uncertainty alone. We meet you where you stand® and help you navigate decisions with clarity, confidence, and a plan for where you want to go next.
What our clients say
“I view the team at Searcy as more than just advisors; they are thoughtful partners and, at times, the encouragement I needed to pursue my dreams. As I build a new professional path, I feel a profound sense of confidence knowing I have such dedicated stewards watching my back. Their partnership allows me to focus on my own mission, trusting that my foundation is in expert hands.”
— Jeff H.
“I recently spoke with Ryan about our Roth IRAs for my wife and me, crypto, and other financial factors. He reviewed my taxable portfolio without trying to sway me one way or the other and ran it through their risk analysis. I appreciated how forthcoming he was. He instilled confidence in their approach, while speaking with him was easy, professional, and fluid.”
— Brian S.
““Where you stand” is not simply a marketing slogan for the team at Searcy Financial Services. Instead, those words reflect the constant actions every member takes to customize a unique investment approach for each client. The team at Searcy does more than manage money, they strive to understand clients’ goals and work with us to achieve them, both financially and personally. We are privileged to call them no only our financial advisors, but also our friends.”
— Jane K.
*This testimonial was provided by a current client of Searcy. No compensation, direct or indirect, was provided in exchange for this testimonial. Individual client experiences may vary and are not necessarily representative of all clients. Past results do not guarantee future performance. Searcy is a registered investment adviser. You can find additional testimonials and/or endorsements here.
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