A full-service financial planning firm

Commitment. Competency. Caring. Client Centered.

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Stephen Stricklin, CFP®
President, Wise Wealth LLC
Finalist for Retirement Advisor of the Year in 2015*

Experienced Financial Advice – Just for You

Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP®. As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest.

The Wise Wealth slogan is “First Wisdom, Then Wealth” — a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help inform, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin’s passion for helping others achieve their financial goals.

 

 

Our Services

Working for you

WEALTH PLANNING

Financial peace comes from having a plan in place. It takes preparation and strategy to accumulate, preserve and distribute a lifetime of savings. With our proven process, we will help you establish your financial roadmap.

Wealth Management

Once you have identified your goals and have a strategy, the next step is to implement your plan. As a full service wealth management firm, we offer investment and insurance products to help grow and maintain your assets.

Wealth Transfer

As you build wealth you will have opportunities to create a lasting legacy through philanthropy and generational giving. Collaborating with various professionals, we maximize your legacy and charitable intentions.

Do You Have a Retirement Income Strategy?

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You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.

  • How much money will I have coming in the door every month?
  • Will I have enough income to cover my expenses in retirement?
  • Is my retirement income guaranteed or could it fluctuate?

Download our no obligation, complimentary guide, “10 Steps to a Successful Retirement”, to help begin asking some very important questions regarding your retirement income.

Download Our Guide

 

 

Over 70% of Americans Are Stressed About Their Money

But They Don’t Have to Be

At Wise Wealth, we believe financial peace comes with having a plan. By utilizing our step-by-step process, we’ll help inform, advise and prepare you for a solid financial future. Contact us today to schedule your no-obligation appointment.

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Workplace Financial Education

The Wise Wealth Financial Education Program can empower workers by providing the necessary tools and knowledge to help them achieve their individual goals, avoid financial traps, and reduce family conflicts.

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What is Biblically Responsible Investing?

For those questioning if their investments are consistent with their values and beliefs on moral/social issues? We encourage you to download our no obligation, complimentary guide to Biblically Responsible Investing.

Download Our Guide