Financial Planning | Financial Education | Wise Wealth Lee's Summit, MO

Financial Planning and Education with Wise Wealth

First Wisdom, Then Wealth.

Wise Wealth is a financial planning organization that helps people put together plans that lead to financial peace. Whether you need a plan to help you manage your finances more effectively or if you need a plan for your investments -- we can help! We strive to help people eliminate the stress and worry that often accompanies financial goals. Click on any of the links below to get more information on the specific service that you need:


Wealth Management


Enjoy the Benefits of Wise Wealth Management Total Solutions


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Financial Ministries


Bringing Biblically Based Financial Wisdom to Churches with Wise Wealth Financial Ministries


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Financial Coaching


Achieve financial peace with personal coaching from a Dave Ramsey
Certified Counselor.


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Financial Planning


Experience the Concierge Approach to Financial Planning


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Financial Education


Raise Productivity and Reduce Costs with Our Workplace Financial Education Program


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At Wise Wealth, we believe that financial peace results from having a financial plan. Our goal is to educate and equip our clients with wisdom so that they can form healthy financial habits and make wise financial decisions.

Wise Wealth is about living well. We help people develop and exercise financial wisdom with holistic financial planning that helps them meet their life goals through proper financial management.



Contact Wise Wealth for a FREE consultation. 816.889.WISE (9473)

If you would like more information on our online financial training, click here.

Stephen Stricklin, CFP®
618 SE 4th Street
Lee’s Summit, MO 64063

816-889-WISE (9473)
stephen@wisewealthkc.com