Searcy Financial Services Inc. /adv
Searcy Financial Services, Inc. is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Overland Park, Kansas. Established in 1976, the firm provides comprehensive financial planning, investment management, and consulting services to individuals, families, businesses, and retirement plans. Searcy Financial is registered with the SEC and upholds a fiduciary duty to its clients, focusing on integrity, expertise, and client-centric solutions. The firm is committed to empowering clients to achieve their financial goals and serves a broad array of clients nationally.
Investment Strategy
Searcy Financial Services takes a personalized, client-centered approach to investment management and financial planning. The firm meets with clients to understand their financial situations, resources, risk tolerance, and goals. It provides ongoing advice and manages tailored portfolios that are reviewed and, if needed, rebalanced annually. Searcy utilizes strategic allocation using diversified investment vehicles such as ETFs and mutual funds, focusing on the client's risk profile and long-term objectives. The company acts as a fiduciary, always prioritizing the client's best interests and maintaining a transparent and education-driven advisory process.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWL | ISHARES TR | 11.27% | $29.6M | 178,486 | $153.12 | $166.10 | +$2.2M |
V VO | VANGUARD INDEX FDS | 10.91% | $28.7M | 97,741 | $182.64 | $293.74 | +$1.4M |
V VB | VANGUARD INDEX FDS | 10.41% | $27.4M | 107,732 | $237.07 | $254.28 | +$2.0M |
A ACWV | ISHARES INC | 10.17% | $26.8M | 223,179 | $98.64 | $119.92 | +$666.0K |
L LMBS | FIRST TR EXCHANGE-TRADED FD | 7.71% | $20.3M | 407,431 | $48.33 | $49.79 | +$811.1K |