Meet Stephen Stricklin

Stephen is the president and founder of Wise Wealth, LLC, an independent, full-service 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. 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.