SEARCY FINANCIAL

In an industry often defined by numbers, Searcy Financial Services stands apart by focusing on people. Founded in 1976 and independently owned by second-generation leaders Jessica Kmetty, Marc Shaffer, John Fales, and Ryan Brooke, the firm has built a reputation not just for managing wealth, but for helping people make confident, life-changing decisions.

At the heart of the firm’s philosophy is their trademarked approach: Where You Stand®. It’s more than a slogan, it’s a promise and a commitment that begins with truly understanding each client’s current reality, values, and goals. Whether you’re preparing for retirement, navigating a major life transition, or striving to build generational wealth, the Searcy team meets you where you are and walks alongside you into the future you envision.

“We don’t just talk about money, we talk about life,” says John Fales, CERTIFIED FINANCIAL PLANNER® and Director of Financial Planning. “The financial plan is a tool, not the goal. The real goal is freedom. Freedom to live with purpose, passion, and peace of mind.”

The Human Side of Financial Strategy

Searcy Financial starts every engagement with a deep conversation. They want to know what’s keeping you up at night, what drives you during the day, and what legacy you hope to leave behind. From there, they build custom strategies designed to adapt with life’s changes, not against them.

“Financial planning should evolve as you do,” explains Marc Shaffer, CERTIFIED FINANCIAL PLANNER® and the firm’s CFO. “Our role is to be a steady partner in every season; someone you can count on not just when markets change, but when life does.”

Toward a New Vision of Freedom

The clients Searcy Financial serves today are no longer focused solely on the day they’ll stop working. They’re focused on building lives of purpose and autonomy. Financial freedom is about having choices: to travel, volunteer, launch a business, or work because you want to, not because you have to. That requires more than market returns, it demands an integrated, values-aligned plan.

“Financial freedom is control over your time and your energy,” says Ryan Brooke, CERTIFIED FINANCIAL PLANNER® and CIO. “And that’s more powerful than any dollar amount.”

Generations of Impact

Financial planning is a lifelong journey, and the team at Searcy Financial is committed to planning alongside their current families and their future families to create wealth continuity through generations. Searcy Financial’s transition to second-generation leadership was both intentional and strategic. It wasn’t just about continuity, it was about evolution. The new leadership team brings complementary perspectives and a shared commitment to innovation, diversity, and client-centric service. They’ve expanded the firm’s services beyond traditional wealth management to include holistic planning that integrates investment strategy, tax optimization, risk management, estate planning, and generational education.

A Culture Rooted in Kindness and Clarity

Principal Marc Shaffer realized that throughout his professional and volunteer career, he had developed a system that needed to be written down and shared. His first book, One For All: How to Systemize Kindness, Grow Your Network, and Support Others Like It’s Your Job, mirrors the firm’s ethos. It’s not just a guide to personal growth; it’s a reflection of how Searcy Financial operates, through relationships, transparency, and care. The team believes that good planning is not only technical, it’s personal, and that real success is shared.

With decades of experience, a forward-thinking team, and a genuine passion for helping people thrive, Searcy Financial Services isn’t just managing wealth. They’re helping clients reclaim their time, realign their values, and redesign their futures on their own terms.

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“Retirement is no longer the destination. Today, we help people pursue something far more powerful – financial freedom.”
– Jessica Kmetty, President & CEO, Searcy Financial Services –