Combining Financial Knowledge, Experience and Passion

Under the leadership of Stephen Stricklin, CFP®, Wise Wealth LLC shows clients how to put debt behind them, save for their future and win with money. We help clients succeed by working with them, step by step, to devise a plan that will work for their specific situation.

An independent financial services company, Wise Wealth offers programs in five areas to meet a variety of needs:

• Financial Planning - helping clients map their financial future
• Wealth Management - providing clients with the best investment solutions
• Financial Coaching - assisting clients with their budgets and plans to deal with debt
• Workplace Financial Education - helping employers provide “financial wellness” benefits to employees
• Financial Ministries - working on biblical financial management to church groups and faith-based organizations

Wise Wealth proudly conforms to the financial planning process and Code of Ethics as defined by the CFP Board of Standards, and the Financial Planning Client Bill of Rights. We are an independent Registered Investment Advisor firm and member of the Better Business Bureau.

After founding Wise Wealth LLC, Stephen went on to earn a Certificate in Financial Planning from the University of Missouri-Kansas City. Following that, he met the stringent guidelines and fulfilled all the requirements to earn the coveted CFP® designation.