Stephen Stricklin, CFP®
President & CEO
Stephen Stricklin is the president and founder of an independent, full-service wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion of educating others and adapted it to the financial services industry. He was motivated by the desire to bring financial wisdom to his clients. He enjoys working with business owners, professionals, families and individuals who believe that wealth is a tool that needs to be managed wisely in order to produce the best results.
After working as a representative of an insurance company and an advisor of a national investment brokerage firm, Stephen launched his own registered investment advisory firm, Wise Wealth LLC. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.
Stephen believes financial peace comes from having a plan – which is the basis for all other decisions. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™ and he holds insurance and securities licenses. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals.
More than being a fiduciary, Stephen and his team believe in the timeless principle known as the Golden Rule: Treat others the way you would want to be treated. This philosophy sets Stephen and his team apart in a world of robo-advisors, online investing and generic advice. He and his team of advisors seek to serve their clients’ best interests, and gauge their success only on if their clients feel successful. He provides financial education and motivation through his workplace financial education workshops and he provides financial inspiration and instruction to churches and faith-based organizations.
Stephen has been recognized as a finalist for Retirement Advisor of the Year by Retirement Advisor magazine, an annual honor bestowed on the top five retirement advisors in the nation. He also founded Simplify Your Retirement, a retirement-focused baby boomer course designed to empower pre-retirees and retirees to take control of their financial futures. He is an energetic and inspiring national public speaker and has been featured in Forbes, quoted in U.S. News & World Report, hosted his own radio show and is a frequent TV guest.
Stephen is married to his wife Amy, and they have four children together. He resides in Lee’s Summit, Missouri, where his firm is based. He enjoys traveling, spending time with his family and is an avid sports fan. He is active in his local church, sits on several non-profit boards, is involved in international missions and is a significant contributor to many philanthropic endeavors.