First wisdom, then wealth
Discover unwavering confidence through your retirement years.
Our qualified team is committed to supporting and guiding you every step of the way by creating a strong financial future that meets your specific needs. Honesty, integrity, and the Golden Rule are at the core of how we operate.
Why Choose Us
We are independent & full service.
We show people how to make work optional.
If you get to the point in your life where you are only working because you want to and not because you have to…this is true financial freedom! Making work optional is a very worthy goal. This means you have options, and options make you feel wealthy.
We are education-based.
As a former teacher, our founder has built Wise Wealth on the foundation of wisdom. Our slogan is “First Wisdom, Then Wealth” which means we provide education and wisdom before building successful financial plans. Our clients receive continued education on specific retirement topics through our Wise Wealth University and Summer Education Series classes.
Meet the team
As Seen On
Stephen Stricklin, CFP®, CKA®
President & CEO
Stephen is the president and founder of Wise Wealth, LLC, an independent, full-service, education-based, wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion for educating others and adapted it to the financial services industry. He worked as a representative of an insurance company and an advisor of a national investment brokerage firm, before launching Wise Wealth in 2007. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.
Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™, and he holds insurance and securities licenses. He is the author of the book, “Simplify Your Retirement” and the founder of the Simplify Your Retirement® educational workshop. Stephen has served as financial advisor counsel for the Insured Retirement Institute for several years.
In 2022, he earned a national award “Advisor to Watch” for being one of the fastest-growing firms, among other criteria. Stephen believes financial peace comes from having a plan which is the basis for all other decisions. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals. He enjoys working with business owners, professionals, families, and individuals who believe that wealth is a tool that needs to be managed wisely to produce the best results.
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. He has built and trained a qualified and competent group of financial professionals who share his values and philosophy.
Stephen is married and has four children and resides in Lee’s Summit, Missouri. 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.
Ben Malick, CFA®, CKA®
Vice President & CIO
Paul C. Brock
Vice President & COO
Becca Ollar, CPA
Director of Legacy Planning
Director of Legacy Planning
Melissa Daigle, CFP®
Sr. Financial Advisor
Brandon Smith, CRPS®
Director of Operations
Director of Client Services
Samantha M. Compton
Jonathan Dold, MBA
David Sandhu, CRPC®
Brian K. Wronko
Building investment models that follow biblical principles.
Simplify Your Retirement® is a proprietary retirement workshop, podcast, and book.
What does your ideal retirement look like?
The ideal retirement is being able to focus on what matters most to you, whether that’s spending time with grandkids, traveling, or pursuing new hobbies. At Wise Wealth, we believe that protecting your lifelong savings and building a comprehensive financial plan is key to achieving this goal. Our mission is to provide you with the confidence you need to fully embrace retirement so that you can #GSEL® (give, serve, and enjoy life) like never before!