Financial Planning
in the Phoenix Area
Serving clients in Phoenix, North Phoenix, Peoria and communities across Arizona.
Searcy Financial® provides thoughtful financial planning and investment management for individuals, families, business owners and professionals in Arizona and nationwide. From retirement planning to long-term investment guidance, our team helps clients make informed decisions with clarity, care and a long-term perspective.
Arizona location
Searcy Financial Services, Inc.
Peoria, Arizona
In-person meetings available by appointment
Office: 913.814.3800
Connected to Greater Phoenix
Our Arizona team serves clients throughout Phoenix, North Phoenix, Peoria and surrounding communities. With relationships rooted in the region, Searcy Financial® brings a personal, relationship-centered approach to clients who want thoughtful financial guidance with the depth and experience of a national firm.
From growing families and business owners to medical professionals, retirees and women looking for a planning relationship that feels personal and approachable, Greater Phoenix is home to people navigating important financial decisions in every season of life. Our team works with clients through those decisions by offering planning support that is personal, steady and designed around each client’s needs.
How we help
Financial planning for individuals and families
We help individuals and families across Phoenix, North Phoenix and Peoria think through important financial decisions, including retirement, investment planning, tax considerations, estate planning coordination and long-term family priorities.
Group retirement plans
We support Arizona business owners and plan sponsors with employer-sponsored retirement plans designed to help their organizations serve their teams well.
Specialized planning support
From generational planning to physician services, special needs planning and other life transitions, our Arizona team helps clients address planning needs that call for more focused guidance.
Meet our Arizona team
Jessica Searcy Kmetty
Kahli Requet
Explore our other locations
Searcy Financial serves clients nationwide, with team members connected to regional communities across the country.
Overland Park and Kansas City
Salt Lake City and Utah Valley
GETTING STARTED WITH SEARCY
Whether you are preparing for retirement, navigating a transition, or looking for a planning team that can support you over time, our Arizona team is here to help you think through your next steps with clarity and care.
