Gregory Stapp

CFP®, CPA/PFS

Stapp Wealth Management, PLLC

Financial Advisor

Gregory Stapp

CFP®, CPA/PFS

Stapp Wealth Management, PLLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gregory Stapp, CFP®, CPA/PFS

(360) 754-8895

Fee-Only financial planner located in Olympia, WA, serving clients locally and across the country

Gregory Stapp is a Olympia, WA fee-only financial planner. Stapp Wealth Management, PLLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gregory Stapp is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Greg founded Stapp Financial in 1996, and has provided accounting and financial planning services since 1985. His expertise includes retirement planning, investment management, small business taxation, and consulting. Greg earned a BA in Accounting from Whitworth University, and a Master of Science in Financial Planning from the College for Financial Planning. He is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Greg is a member of the Washington Society of CPAs, the American Institute of CPAs Personal Financial Planning Division, and the National Association of Personal Financial Advisors. Greg has been quoted in several publications including Ticker, Forbes, Medical Economics, The Seattle Times and The Olympian. He has been recognized as one of the nations Best Financial Advisors for Doctors in Medical Economics Magazine, as well as one of the Best Financial Advisors for Dentists in Dental Economics Magazine. In his free time, Greg enjoys outdoor activities like tennis.

Gregory Stapp is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Founded in 1996 by Gregory T. Stapp, our primary mission is to help you achieve your financial potential. We strive to deliver the highest quality service while maintaining an family atmosphere that is conducive to teamwork. We constantly stay abreast of the latest changes in laws and regulations and work with the most efficient technologies, which allows us to provide clients with the greatest results and unparalleled client support.

We love what we do, and work to help our clients get back to the things they love to do, whether it’s work or play. Put our team of accounting, tax and financial experts to work for you to help you reach greater business and personal financial success.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Gregory Stapp is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Gregory Stapp is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Gregory Stapp is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Gregory Stapp

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Office Locations:

  • 1800 Cooper Point Road SW
    Building 10
    Olympia, WA 98502

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