WELCOME
Stapp Financial is  a personal financial planning firm (Stapp Financial Planning, PLLC) providing Certified Financial Planning services, a Registered Investment Advisor (Stapp Financial Planning, PLLC) providing unbiased and fee-only investment management services, and a Certified Public Accounting firm (Stapp Accounting Services, PLLC) providing a full array of tax, accounting, QuickBooks consulting and traditional audit services.
 
 
Our objective is to provide you with independent advice that you can trust and is tailored to your best interest.

Our Clients
Doctors, closely held business owners, nonprofit organizations, high net worth individuals and middle class families desiring assistance in financial planning, investment management, accounting and taxes – we work with these individuals to accomplish their financial goals.

Our Fees
We enjoy working with people and sharing the experience of achieving their financial goals. Stapp Financial provides financial advice as a fee-only financial advisor recognized by the National Association of Personal Advisors (www.napfa.org ). As a fee-only advisor you can be assured of receiving objective unbiased advice. We do not receive any commissions or incentives for selling any financial products. Your best interest is our best i nterest!



We invite you to explore our website to learn more about how we can help you achieve your financial goals!
 
1800 Cooper Point Road SW
Building 10
Olympia, WA 98502
360.754.8895
Fax: 360.754.8896
 
 
      



 
 
 

To ensure compliance with requirements imposed by the Department of the Treasury, we inform you that unless expressly stated otherwise above, nothing contained in this communication (including attachments) is intended or written to be used for the purpose of (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.