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

The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.

1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.

2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Best Financial Advisors Jupiter Florida
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Managing your money wisely means understanding your options, and making informed decisions. Cary and his team help you take charge of your financial life by showing you how to use your money to work towards a lifetime of financial freedom. We are independent financial planners who carefully select strategies and investments that we feel will benefit you, not the investments someone has told us to “push.”

In his practice, Cary advises high-net-worth individuals, successful business owners, executives, and affluent multigenerational families with independent, insightful analysis and planning of all aspects of their financial lives.

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

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.

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 seventh consecutive time).

* 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, 2019, and 2020 financial advisor surveys.

“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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Cary Stamp’s Posts

Roth IRA Conversion Strategy

How to Lower Your Taxes in Retirement with Roth IRA Conversions

By Cary Stamp | September 16, 2020

Leading financial advisor based in Jupiter, FL, Cary Stamp, CFP®, shares the Roth IRA conversion strategy that many people are unaware of, but can make a huge difference on taxable income in retirement. This is especially important if you’re within a few years of retirement or if you’re in that gap between the time that…

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Three-Investment-Books-That-Impacted-My-Career

Three Investment Books That Impacted My Financial Career

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares a brief overview of the three investing books that had a major impact on his investment management and financial advisory career.       SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have…

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Recovering-From-Financial-Adversity

My Personal Secret and How It Can Help You Financially

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares an uncomfortable secret that can help you recover from financial adversity or a mistake that you feel vulnerable or embarrassed about. Don’t be afraid to admit your mistake and seek the assistance of a financial advisor to get back on track.       SCHEDULE A CONSULTATION: TRANSCRIPT: Recovering from…

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Secure-Act-Stretch-IRA-Elimination

A Great Solution After The Secure Act’s Elimination of the “Stretch IRA”

By Cary Stamp | June 5, 2020

The Secure Act eliminated the Stretch IRA option for beneficiaries to distribute inherited IRAs over their lifetimes. Now there’s a 10-year distribution maximum. If you’re close to retirement, have a lot of money in retirement plans, and want to maximize assets passed on to beneficiaries when you’re no longer here, there’s a great solution.  …

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What-is-529-plan

Saving for Family Education Expenses with Tax-Advantaged 529 Plans

By Cary Stamp | June 3, 2020

Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college.   SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp, and this…

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Investing-During-a-Recession

Managing Investments During Recessions and Market Declines

By Cary Stamp | May 19, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, shares his view on how individuals and families should approach investment management during recessions and market declines.     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp. I’ve gotten a lot of questions lately about what’s going on in the markets and what’s happening in…

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