Life-changing Financial Management & Planning
from Accomplished Advisors

Confidently Manage Your Financial Future

Why Cary Stamp & Co.

A Team of Advisors Striving for the Extraordinary

Experience

Our advisors average 15 years of industry experience. This perspective and know-how results in time-tested customized strategies for each individual client.

EXPERTISE

Last year, advisory and planning staff averaged 63.8 hours of professional education, far exceeding the norm. We continually strive to remain an industry leader for our clients' benefit.

DEPENDABILITY

46% of our client families have entrusted us for two or more generations. In addition, 64% of all clients were referred to us by existing clients and service professionals.

MASTERY

Of the 17,000+ financial advisors in Florida, only 0.5% are Accredited Estate Planners. We have two of them.

CHARITY

In the past 5 years, we’ve guided clients to create family funds and foundations that donated 100+ grants to 58 nonprofits, totaling $1.7 million.

INTEGRITY

Our principled approach to working with clients, colleagues, and associated professionals is founded on the Seven Primary Principles articulated by Cary.

Accolades

Small Business of the Year
2018
2021
National Community Service Award for Financial Advisors
Honorable Mention
Cary Stamp, CFP®
2020 and 2021

Financial Management & Planning Services

Investment Management

Tax Reduction Strategies

Estate Planning

Retirement Planning

Retirement Rollovers & Income Planning

Social Security Timing

Life Insurance & Risk Management

Corporate Retirement Plans

Employee Retention Programs

From the Blog

My Mission to Improve Financial Advisor Competence

By Cary Stamp | November 5, 2021
Posted in

Most financial “advisors” receive minimal training and while many eventually end up becoming competent, they leave damage behind in the process. Our new clients often wonder why I might have a couple of extra team-members in one of our meetings. The extra cast will be sitting quietly, taking notes. The answer is that I am…

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In The Press

Cary-Stamp-Best-In-State-Wealth-Advisor

Cary Stamp, Founder of Cary Stamp & Co. , Named on Forbes Best-In-State Wealth Advisors List for 2021

By Contributing Staff | February 24, 2021
Posted in

Stamp joins the Forbes Best-In-State list spotlighting the top regional financial advisors throughout the country. Cary Stamp & Co., a provider of financial advisory services based Palm Beach County, FL, announced that founder Cary Stamp has been named on Forbes Best-In-State Wealth Advisors for 2021 list for South Florida. The list is published online at: https://www.forbes.com/best-in-state-wealth-advisors. According to Forbes, a leading…

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Affiliations and Memberships

Commonwealth-Financial-Asset-Wealth-Management-Firm

Palm Beach North Chamber of CommerceChamber-of-the-Palm-Beaches

Planned Giving Council  Estate-PlanningInstitute-for-Divorce-Financial-Analysts

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