About Us

Cary Stamp & Co.
A Team of Advisors Striving for the Extraordinary

We care deeply about helping people. That’s why our team members became financial planners and advisors.

We believe in a principled, long-term method of financial planning and investment management founded upon an exhaustive knowledge of clients’ financial situation and aspirations.

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.


Life-changing Financial Management & Planning from Accomplished Advisors. Confidently Manage Your Financial Future.