CPS Investment Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

CPS Investment Advisors is a fiduciary-led, independent financial advisory firm founded by CPAs and proudly headquartered in Lakeland, Florida. With over 45 years of experience, we help individuals, families, and businesses build and protect wealth through comprehensive, tax-efficient financial planning and investment management — always with your best interests first.

We believe financial independence is achievable for everyone, and we act as your personal CFO — guiding your financial life with clarity, integrity, and customized solutions tailored to your unique goals. 

Careers: https://cpsinvest.com/careers/

Privacy Policy: https://cpsinvest.com/wp-content/uploads/2023/10/PrivacyPolicy_CPSIA_WEB.pdf

Terms of Use: https://cpsinvest.com/wp-content/uploads/2023/10/TermsOfUse_CPSIA_WEB.pdf

Customer Relationship Summary: https://cpsinvest.com/wp-content/uploads/2023/10/Form_CRS_CPSIA_WEB.pdf

Firm Brochure: https://cpsinvest.com/wp-content/uploads/2025/04/CPS-Disclosure-Packet-2025-revised-3-28-2025.pdf

Advisory services offered through CPS Investment Advisors, a SEC-registered Investment Advisor.

The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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