Meet Stephen Stricklin

Stephen is an author, speaker, and CERTIFIED FINANCIAL PLANNER™ professional. He’s the president and founder of Wise Wealth, LLC, an independent, full-service wealth management firm. His passion for educating others, and decades of experience make him the perfect candidate for your next speaking engagement.
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Stephen Stricklin, CFP®, CKA®

President & CEO

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.

Stephen Stricklin: Advisor To Watch

We are proud to announce our President, Stephen Stricklin was recognized nationally as an “Advisor to Watch” for leading Wise Wealth to be one of the fastest-growing advisory firms based on scale, growth, and professionalism.

“I thrive when helping others achieve their financial goals.”

– Stephen Stricklin

Simplify Your Retirement

Many people travel through life without ever creating a financial plan. However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement. In Simplify Your Retirement, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details his Five Principles of Financial Planning:
Simplify Your Retirement® was written with the intention of sharing decades of retirement planning experience with pre-retirees and retirees who are ready to:
  • Clarify their retirement goals

  • Create a retirement plan that supports their desired lifestyle

  • Develop a comprehensive retirement plan that goes beyond saving and investment

You only get one chance to retire. Simplify Your Retirement® explains how to plan for it.

Retirement confidence comes from having a simple, written plan. A retirement income plan that is clear and simple to understand is one that will be implemented and one that will be effective. In Simplify Your Retirement, we will walk through the seven components of a comprehensive retirement plan that will help you enjoy the retirement of your dreams. They include liquidity, income, investment, tax, insurance, legacy, and freedom planning. Not only will we walk through these key components of retirement planning, but we will also provide examples of how our clients have benefited from planning for each one. You only get one chance to retire. Using the principles in this book, we help people “make work optional” every day.
Our guiding principle - The Golden Rule

Treat others the way you want to be treated.

Our firm name, Wise Wealth, is rooted in a timeless principle from the book of Proverbs and reflects our core values. We prioritize education and goal alignment when making recommendations, valuing both return on investment and return on life. Our slogan is “First Wisdom, Then Wealth” and we aim to create customized retirement plans based on your specific needs and goals.

We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind.
Our Services

We take the confusion out of retirement planning.

The team at Wise Wealth strives to provide the highest level of service and care for every client, including the way we customize plans. Our three-bucket approach makes the plan easy to understand. Unlike other financial firms, which only offer investment or insurance products, our Simplify Your Retirement Plan® Process goes beyond typical financial planning covering 7 areas of planning: Liquidity, Income, Growth, Tax, Insurance, Legacy, and Freedom.

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!

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