Cary Stamp, CFP®, CDFA™, AIF®, CAP®, AEP®
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.
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.”
Cary Stamp’s Posts
What’s in the Secure Act? Financial advisor Cary Stamp addresses the four primary ways the recently passed Secure Act will affect individuals and families, most notably on Individual Retirement Accounts (IRAs) and 529 Education Plans. SCHEDULE A CONSULTATION: TRANSCRIPT: What’s in the Secure Act? I’m Cary Stamp. This is a principled wealth…Read More
Leading financial advisor Cary Stamp, CFP® discusses the tax efficiency benefits of Donor Advised Fund bunching deductions. SCHEDULE A CONSULTATION: TRANSCRIPT: Today I’d like to talk about how we can make the world a better place, and get some tax deductions all at the same time. And it’s by using a strategy that…Read More
Leading financial advisor Cary Stamp, CFP® provides five year-end tax planning ideas: three for individuals, and two for businesses. Ideas include tax loss selling, avoiding high mutual fund capital gains, bunching deductions on Donor Advised Funds, end of year equipment or vehicle purchases, and maximizing retirement plan contributions. SCHEDULE A CONSULTATION: TRANSCRIPT:…Read More
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…Read More
TRANSCRIPT of Charitable Giving and Philanthropy: I’m Cary Stamp and this is a Principled Wealth Moment. Most of the families that we work with are charitably-inclined. One of the things that a lot of people don’t realize is, with the new tax laws, there are some ways that you should be making your…Read More
TRANSCRIPT: I’d like to discuss how providing for your employees can be great for your company. I like to talk with our business owner clients about what would happen to your business if for some reason one of your key employees died or became disabled. And unfortunately, this touches all too close to home.…Read More