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Cary Stamp, CFP®, CDF™, AIF®, CAP®, AEP®
CEO/Financial Advisor

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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:

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

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. For decades, Cary has protected the interests of women in transition, whether due to career success, divorce, retirement, or the passing of a spouse. He has written many articles on financial advisory topics and has been quoted in print and on wealth management broadcast media.

A frequent speaker on financial topics, Cary tailors his message to each audience’s distinct demographic and financial profile, focusing on the subjects of tax strategies; insurance, retirement, and estate planning; business succession; and the multigenerational transfer of wealth.

He is a graduate of the University of Iowa. 

 

* 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

“We want all of our clients to experience all that life has to offer. I refer to it as the pursuit of abundance, possibility, and adventure. I’ve dedicated my professional life to helping people create a strong financial foundation for doing so, through smart asset management and comprehensive planning.”

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Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Brian Sirota | December 7, 2019

An introduction to Estate Planning basics to serve as your roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe…

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The Basics and Benefits of 457(b) Plans

By Andrew Trammell | December 2, 2019

If you’re a state or local government employee with a 457(b) plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch up for…

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Thanksgiving is About Family

By Cary Stamp | November 24, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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