Searcy Financial Named a Top Performing RIA Firm from Charles Schwab

We are honored to be named as a top performing RIA firm across the country according to Charles Schwab’s independent benchmarking study. Our President and CEO, Jessica Kmetty, was asked to present to 1,300 Schwab advisors on best practices for RIA firms during the 2022 RIA Benchmarking Study webcast.

Lisa Salvi, Managing Director with Charles Schwab shared, “The environment of uncertainty meant investors needed advisor guidance more than ever…” We believe this to be true, and strive to communicate with the individuals and families we serve, in ways that fit their communication preferences and schedule, to help them through uncertain times.

Jessica was able to share insights and strategies around the top themes from the study, which included growth, digital adoption and talent. “It was a special honor to be recognized as a top performing RIA firm during a period of world economic instability. We see this as a confirmation that our service offering is strong and helping those we serve,” shared Kmetty.

“The use of digital tools is important to our firm, and we hope to offer and continue growing our offering of tools that best fit our clients’ needs,” said Kmetty. We currently offer virtual meetings, electronic signatures (where applicable), screen-sharing, and online reporting platforms, among other technology solutions.

Talent is an area of high importance at Searcy Financial Services, Inc. Knowing who we are and who fits best on our team has led to low staff turnover and increase in tenure has led to greater levels of knowledge, staff being better trained, and having more familiarity with each of our clients and their specific goals and objectives. We hope to continue attracting talent and retaining them based on a firm culture of mutual respect. In fact, we offer potential team members a glimpse into our firm through our Culture Guide.

We continue to remain committed to advancing the financial planning industry and growing our firm.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on August 8, 2022 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.