Firm 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, Ten Year Five Star Wealth Manager Award -KC Magazine and 435 Magazine 2012, 2014-2015, 2017-2023
Marc Shaffer, Nine Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2015-2023
Jessica Searcy Kmetty, Nine Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2015-2023
John Fales, Six Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2018-2023
Ryan Brooke, Four Year Five Star Wealth Manager Award – KC Magazine and 435 Magazine 2020-2023
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®
ChSNC® - Chartered Special Needs Consultant®
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®
CPRC –Certified Professional Retirement Coach
CRPC® - Chartered Retirement Planning Counselor℠
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
