A complete list of active advisors currently associated with CP Advisors, Inc.

Warmer can help you find a great advisor at CP Advisors, Inc. or one who fits your needs even better.

CP Advisors, Inc. serves individual investors (including high‑net‑worth clients), small businesses, trusts, and estates through financial planning, ongoing portfolio management, and project‑based consulting. The firm reports managing roughly $69.6 million in client assets and provides both discretionary and non‑discretionary advisory arrangements while tailoring services to individual client objectives. The firm’s investment process is goal‑driven and combines strategic and tactical asset allocation, with portfolios built from mutual funds, ETFs, individual equities and bonds and, on occasion, alternative structures. Research and trading draw on a mix of fundamental, technical, cyclical and charting analysis, and clients may impose reasonable investment restrictions that the firm will accommodate within the agreed strategy. In contrast with many peers, several senior professionals at the firm are licensed CPAs and maintain accounting practices that provide tax planning and compliance services, and those services are made available to clients though not required. The advisory team also includes personnel with insurance licenses (who are prohibited from selling insurance to firm clients), a combination of credentials and outside activities that may give the firm a more integrated tax‑and‑planning orientation than is typical for similarly sized advisory teams.

To learn more about the advisors currently working at CP Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.