Financial Planning
in Overland Park and Kansas City
Serving clients locally and nationwide from our Overland Park office.
Searcy Financial® provides thoughtful financial planning and investment management for individuals, families, business owners and professionals in the Kansas City area 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.
Overland Park office
Searcy Financial Services, Inc.
12980 Foster Street, Suite 160
Overland Park, Kansas 66213
In-person meetings available by appointment
Office: 913.814.3800
Fax: 877.808.6353
Rooted in Kansas City
Our Overland Park office is home to the Searcy Financial team and reflects our long-standing connection to Greater Kansas City. Since 1976, we have served clients through personal relationships, steady guidance and a planning process designed to help clients understand where they stand today, so they can make informed decisions about what comes next.
Kansas City is where our firm began, and it continues to shape the way we serve. Our team is involved in the community, connected to local organizations and committed to building relationships that extend beyond a single planning conversation
How we help
Financial planning for individuals and families
Retirement decisions, investment planning, tax considerations, estate planning coordination and long-term family priorities all start with a clear picture of where you stand today. Our Kansas City team helps individuals and families work through each of these areas with a steady, personalized approach.
Group retirement plans
Business owners and plan sponsors in the Kansas City area turn to us for employer-sponsored retirement plans built to help their organizations serve their teams well.
Specialized planning support
Some planning needs call for more focused guidance, generational wealth transfer, physician specific planning, special needs planning, or navigating a major life transition. Our team is equipped to help.
Meet our Overland Park and Kansas City team
Marc C. Shaffer
John C. Fales
Ryan W. Brooke
Brenda M. Carrico
Amy Bagnall
Explore our other locations
Searcy Financial serves clients nationwide, with team members connected to regional communities across the country.
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 Kansas team is here to help you think through your next steps with clarity and care.
