Retirement Planning & Wealth Management

Clarify Your Goals - Develop a Plan - Retire With Confidence

 
 
 
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Considering Retirement?

Do you wonder when you'll be able to retire? Do you wonder if you're saving enough? Are Social Security benefits confusing to you? Are you concerned about market volatility? Do you want reliable retirement income? Do retirement decisions make your brain hurt?

Join the hundreds of families who have engaged in our retirement planning process to gain clarity and retire with confidence.

 

Learn more about our retirement planning process and what you can expect.

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Why Work With Wise Wealth?

 

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Independent

We are not beholden to any product or company, so the advice you receive is always objective.

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Full Service

Our firm is designed to meet the full spectrum of your needs. No shortcuts.

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Fiduciary

Our team always acts in your best interests. We are on the same side of the table as you.

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First Wisdom

Our recommendations are always based on a plan that aligns with your goals.

About Wise Wealth

 

Wise Wealth, LLC is a full-service financial planning firm serving clients in the Kansas City metro area and around the country. We believe that financial planning is about a relationship and not a transaction. We believe in doing what's best for our clients while educating them on all of the options. We act as a fiduciary and operate under the golden rule: do unto others as you would have them do unto you.

Our primary office is located in the award-winning downtown area of Lee's Summit, MO.

To learn more, watch this video from founder and CEO, Stephen Stricklin.

 
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About Your Advisor

Ben Malick, CFA®, CKA®

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As a Financial Advisor at Wise Wealth, Ben provides objective retirement planning and wealth management advice. He works with individuals, families, and business owners in the Kansas City Metro area and around the United States.

Ben is proud to be partnered with Dave Ramsey, Inc as a SmartVestor Pro. He has the heart of a teacher and deeply enjoys being a trusted advisor to his clients, helping them envision and plan for a successful, meaningful retirement.

Ben earned his undergraduate degree in Financial Management and has been helping families and individuals for over a decade. Ben later went on to complete his MBA from the University of Kansas.

What's more, Ben is a Certified Kingdom Advisor (CKA®) and holds the Chartered Financial Analyst (CFA®) designation, the most respected and recognized investment management designation in the world. 

Ben is a thought leader in a values-based investing movement known as Biblically Responsible Investing (BRI). His expertise has been featured in Forbes, MarketWatch, Yahoo! Finance, Credit Karma, and Investor’s Business Daily. He enjoys educating others on this important, yet overlooked area of biblical stewardship.

Ben grew up in Blue Springs, MO and currently resides in Grain Valley, MO with his wife Shelby, and their three energetic children. He loves spending time with family and friends, serving in the local church, reading, and anything competitive.

 
 
 
 
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Our Team

 

Financial Peace Comes From Having a Plan.
Get Started Today.

1

Schedule an Intro Call to see if we're a fit

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Gain clarity and retire with confidence

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