Personalized financial planning with a winning edge

At Priestap Financial, we believe that the best financial advice is shaped by the distinct needs of the individuals we serve. Whether you’re a business leader driving your organization’s mission or a professional coach gearing up for retirement, our team is here to guide you every step of the way.

We bring a strategic mindset and an effective approach to financial planning. We take the time to get to know you, understand your goals and craft a personalized strategy that adapts as your life evolves. Let us help you make the next big step in your financial future.

Focused support to help you sustain entrepreneurial success
Read More
Niches
Sophisticated advice to suit your mission and decision-making
Read More
Niches
Nimble planning to help you plan for today, tomorrow and beyond
Read More
Niches
Strategic guidance to help propel you toward your financial goals
Read More
Niches

Learn more about the people we support every day

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Discover the ways our credentials can help benefit you

See how our approach is designed to simplify your experience

Our team roster

John Priestap

John

Priestap, AIF® Founder/Owner, Priestap Financial Registered Principal & Branch Supervisor, RJFS
Wealth Management Specialist
William Wagner

William

Wagner III, CFP®, CFA Owner, Priestap Financial Registered Principal & Financial Advisor, RJFS
Chelsea Kirby

Chelsea

Kirby Client Services Associate
"We’re used to rolling up our sleeves and making sure our clients know we’re here for them whenever they need."
John Priestap
Aim for game-changing financial advice

Schedule a meeting

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James Financial, Inc.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Priestap Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.