Searcy Financial Services

Searcy Financial Services Viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Searcy Financial Services, Inc.

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets for individual investors and their families and retirement plan sponsors nationwide. We are passionate about viewing wealth from your perspective, to hel

p you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. is a Registered Investment Advisory firm offering the following highly personalized services:

► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial 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.

► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth.

► Employer-Sponsored Retirement Plans: 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.

► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

At Searcy Financial, we believe caring for our community is just as important as caring for our clients.That's why we're...
07/21/2026

At Searcy Financial, we believe caring for our community is just as important as caring for our clients.

That's why we're proud to celebrate Marc Shaffer for being recognized as an Honorable Mention recipient in the 2026 Invest in Others Emerging Impact Awards for his volunteer leadership with Growing Futures Early Education Center.

Marc has served on the Growing Futures Board since 2019 and recently began his role as Board President. His dedication to supporting children and families through access to quality early childhood education reflects the values we strive to live out every day.

As part of this recognition, Growing Futures will receive a $2,000 grant from the Invest in Others Charitable Foundation to continue its important work in our community.

Congratulations, Marc! We're honored to have your leadership both within our firm and throughout our community.

Meet Daniel Rubio."I care deeply about helping people move forward with purpose, even when life does not go according to...
07/17/2026

Meet Daniel Rubio.

"I care deeply about helping people move forward with purpose, even when life does not go according to plan."

That's exactly the kind of advisor we want in your corner.

Daniel joins the Searcy Financial® team as a Financial Planning Associate. His background spans Biomedical Science, Business Management, a Series 65 License, and completion of a CFP® Board Registered Program. In other words, he thinks about people, decisions, and the bigger picture.

Outside the office, you'll find him camping, fishing, mountain biking, or in the woodshop.

Join us in welcoming Daniel to the team!

We're hiring a Financial Planning Associate.We're looking for someone who is passionate about learning, values meaningfu...
07/10/2026

We're hiring a Financial Planning Associate.

We're looking for someone who is passionate about learning, values meaningful relationships, and wants to make a difference in the lives of the clients we serve.

As a Financial Planning Associate, you'll work alongside our advisory team to support financial planning, investment research, and client service while continuing to grow your own knowledge and expertise.

If you're looking for a place where collaboration, professional growth, and putting people first are part of the culture, we'd love to hear from you.

Learn more about the opportunity and apply here: https://searcyfinancial.com/blog/join-our-team-financial-planning-associate-2?utm_source=facebook&utm_medium=social&utm_campaign=financial_planning_associate&utm_content=job_post

Great marketing isn't just about content. It's about creating meaningful experiences, strengthening relationships, and h...
07/10/2026

Great marketing isn't just about content. It's about creating meaningful experiences, strengthening relationships, and helping a team communicate with clarity and consistency.

We are seeking a Marketing & Communications Coordinator to support firm-wide marketing initiatives, client communications, events, and brand management.

This is an opportunity to join a collaborative team where your work directly contributes to both the client experience and the continued growth of the firm.

If you're highly organized, proactive, and passionate about bringing projects from idea to ex*****on, we'd love to connect.

https://searcyfinancial.com/blog/marketing-communications-coordinator?utm_source=facebook&utm_medium=social&utm_campaign=marketing_communications_coordinator&utm_content=job_post

In honor of July 4th, our offices will be closed on July 3rd. We wish you and your families a safe and happy 4th of July...
07/02/2026

In honor of July 4th, our offices will be closed on July 3rd. We wish you and your families a safe and happy 4th of July.

For many families, financial planning eventually becomes about more than investments, retirement accounts, or tax strate...
06/24/2026

For many families, financial planning eventually becomes about more than investments, retirement accounts, or tax strategies. Questions begin to emerge around family communication, legacy, charitable giving, business succession, and preparing future generations to manage wealth responsibly. In some cases, parents and grandparents want to pass down not only financial assets but also the values, opportunities, and relationships that matter most to them. Yet those conversations are not always easy to navigate.

Want to learn more? Check out this month's blog by Marc, where he explores how intentional conversations around legacy, family values, and multigenerational planning can help families prepare for the future together.

https://searcyfinancial.com/hpr4

We're honored to be recognized by Ingram's as one of the 2026 Best Companies to Work For.At Searcy Financial, we've alwa...
06/18/2026

We're honored to be recognized by Ingram's as one of the 2026 Best Companies to Work For.

At Searcy Financial, we've always believed that great client experiences start with a great team culture. From professional growth and transparency to flexibility and a commitment to serving others well, we've worked intentionally to create a workplace where people can thrive.

This recognition belongs to every member of our team who lives out our values each day and helps make Searcy Financial what it is.

Thank you to Ingram's for the recognition, and thank you to our incredible team for making Searcy the company it is today.

Losing a spouse changes every part of life, emotionally, personally, and financially. In the middle of grief, even simpl...
06/03/2026

Losing a spouse changes every part of life, emotionally, personally, and financially. In the middle of grief, even simple decisions can feel overwhelming.

In this blog, Marc Shaffer outlines five important financial steps that can help bring a little clarity and direction during an incredibly difficult time, from organizing important documents to reviewing accounts and next steps.

Read more: https://bit.ly/49blXFU

Address

12980 Foster Street, Ste 160
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19138143800

Website

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