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Stapp Financial Planning PLLC

EST. AUM
$145,112,880

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CLIENT ACCOUNTS
215

Firm Details

Metro area Seattle
CRD Number 116553
Website stappfinancial.com
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Overview

Stapp Financial is an SEC-registered investment advisor based in Olympia, Washington, providing personalized wealth management, investment management, financial planning, and tax strategy services to individuals and families. The firm has been helping clients with their finances since 1985 and targets clients with $500,000 or more to invest. Stapp is a family-operated practice combining deep expertise in tax planning, investment research, and client service under one team.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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