A complete list of active advisors currently associated with CPA Group Investment Management, LLC

Warmer can help you find a great advisor at CPA Group Investment Management, LLC or one who fits your needs even better.

CPA Group Investment Management, LLC is a fee-only registered investment advisor that serves individual clients, including a concentration of high‑net‑worth households. The firm provides discretionary portfolio management and comprehensive financial planning, and typically prepares an Investment Policy Statement for managed accounts when a full financial plan is not completed. The firm’s investment approach emphasizes long‑term asset allocation grounded in Modern Portfolio Theory, using primarily mutual funds and ETFs with occasional individual equity and fixed‑income positions tailored to each client’s risk tolerance and time horizon. Financial planning is delivered in a multi‑phase process (detailed evaluation, integrated solutions, implementation and targeted reviews) and the firm discloses it acts as a fiduciary for retirement-plan and IRA advice. What is distinctive is the firm’s affiliation with a full‑service accounting practice: several owners are licensed CPAs and referrals between the advisory entity and the affiliated CPA firm are a recurring feature noted in the brochure, with the firm pointing out the potential conflict of interest that can create. The advisory team is small (two advisors serving about 37 clients with roughly $37.3 million in AUM) and the firm notes flexibility in fee and planning arrangements when advisory and accounting services are provided together.

To learn more about the advisors currently working at CPA Group Investment Management, LLC, 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.

Name	Location	Years of experience
Douglas Gusmus	Panama City, FL	25
Jeremy Senterfitt	Panama City, FL	0

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