A complete list of active advisors currently associated with CPC Advisors, LLC

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

CPC Advisors provides financial planning and portfolio management to individuals—including high-net-worth clients—along with trusts, pension and profit‑sharing plans, charitable organizations, and other business entities. The firm offers both comprehensive and modular planning, discretionary and non‑discretionary portfolio management, and access to wrap‑fee Ambassador accounts and third‑party money managers. The firm’s investment process emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with recommendations primarily in mutual funds, equities, and ETFs and an emphasis on long‑term purchases. Accounts are monitored on an ongoing basis with formal reviews at least annually, and the firm may allocate client assets to sub‑advisors or third‑party managers and to Raymond James’ Ambassador wrap program depending on client objectives. CPC Advisors’ brochure discloses several features that distinguish it from many peers: it notes the firm’s recent conversion and ownership transition to an employee‑owned holding company, it discloses continued compensation to certain third‑party promoters for previously referred accounts despite discontinuing new referral arrangements, and it explicitly states the firm uses testimonials in its advertising — a practice relatively uncommon among comparable multi‑team advisers.

To learn more about the advisors currently working at CPC Advisors, 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.