A Full-Service Financial Planning Firm

Our Principles

  • No investment decisions outside the context of the plan
  • The plan determines the products
  • Don’t let your portfolio take a HIT (health care, inflation, and taxes)
  • Protect the income; grow the rest
  • Financial peace comes from having a plan

Who We Serve

At Wise Wealth, we simplify retirement planning and break it down into three phases: Accumulation, Preservation, and Distribution. As a investor, you face unique risks in each of these phases, so we provide tailored guidance depending on which phase you’re in. Wise Wealth serves individuals and families in each of these three phases.

Investing Phases Accumulation


10+ Years Until Retirement

Key Risk: Inflation

Investing Phases Preservation


Within 10 Years of Retirement

Key Risk: Sequence of Returns

Investing Phases Distribution


Already Retired

Key Risk: Longevity

As Seen On

US News & World Report

Stephen Stricklin - 2015 Advisor of the Year Finalist

2015 Advisor of the Year Finalist

Stephen Stricklin, CFP®, CKA(R) was named one of five finalists for Retirement Advisor magazine’s prestigious “Advisor of the Year” award for 2015.