A complete list of active advisors currently associated with Cpa Investment Solutions, Inc.

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

The firm advises individual clients on discretionary portfolio management and comprehensive financial planning, focusing on personal accounts and retirement rollovers. Services include asset-allocation-based portfolio construction using mutual funds, ETFs and occasional individual securities, plus implementation support for tax, insurance and estate planning recommendations. Its investment process emphasizes documented investment policy statements and tailored asset-allocation strategies, drawing on both fundamental and technical analysis, modern portfolio theory, tactical adjustments and dollar-cost averaging to align portfolios with clients’ time horizons and risk tolerances. Portfolios are managed on a discretionary basis and subject to ongoing monitoring and periodic reviews, with financial plans developed and updated following a structured planning process. The firm is affiliated with an accounting practice and its principal holds CPA and PFS credentials, enabling closer integration of tax and accounting input into financial plans — a relationship that is uncommon among independent advisers. The principal is also a licensed insurance agent and the brochure discloses potential conflicts of interest from in‑house referrals and insurance commissions, with additional disclosures and consent processes provided to clients.

To learn more about the advisors currently working at Cpa Investment Solutions, 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.

Name	Location	Years of experience
Angela Dyches	Sarasota, FL	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support