Five Steps to Financial Success in Retirement
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Five Steps to Financial Success in Retirement


Cary Stamp is a bright mind in financial management and planning. With small firm values and big firm expertise, his wealth management enterprise, Cary Stamp & Co, is annually ranked among the top national producers* affiliated with Commonwealth Financial Network, the top-ranked broker-dealer for independent investments advisors in the U.S. (Commonwealth was ranked ‘Highest in Independent Advisor Satisfaction among Financial Investment Firms, by J.D. Power,* for the sixth consecutive time).

After early career success in the brokerage field, Mr. Stamp launched his firm almost 20 years ago upon witnessing the extreme need for expert financial advice and fiduciary advocacy. He possesses a wealth of knowledge in tax, retirement, and estate planning laws and strategies, and holds five professional designations/certifications:

  • Accredited Investment Fiduciary®
  • Accredited Estate Planner®
  • Chartered Advisor in Philanthropy®
  • Certified Divorce Financial Analyst™

Cary’s accomplishments are founded upon advising high-net worth individuals, successful business owners and executives, and affluent multigenerational families with independent, insightful analysis and planning of all aspects of their financial lives—intently focused on clients’ best interests. Cary has written many articles on financial advisory topics and has been quoted in print and on wealth management broadcast media.

* Recognized as a Leader’s Level advisor for 2018, a distinction was on annual production attained by just 7 percent of advisors affiliated with Commonwealth.

* Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial

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CARY STAMP, CFP®, AIF®, AEP®, CAP®, CDFA™  |  Founder & Financial Advisor  |

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