Unbiased and Fee-only Investment Management Services

We are here to make your financial life easier. We know that making critical financial decisions is a difficult process and we want to be with you every step of the way! Please watch the following video below to familiarize yourself with what Stapp Financial has to offer you and to help you see the big picture in financial planning.

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How Do I Get Started?

Sign-up using the link below to create your own personalized and secure financial planning portal. Once we get started you will have access to actionable financial and tax planning using our “simply sophisticated” software.

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Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange


Phone: 360.754.8895 • Fax: 360.754.8896
Email: bstapp@stappfinancial.com