Dalton, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CPC Advisors, LLC
Team
Firm-wide stats for CPC Advisors, LLC
About
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.
Based on CPC Advisors, LLC
Expertise
Based on CPC Advisors, LLC
Location
200 W Emery Street, Suite 1
Dalton GA 30720
Advisors at this office
2
Advisors at this office
Joshua V
CFP®, Series 63, Series 66
Dalton, GA
CPC Advisors, LLC
Joshua Voisine is a CFP® professional with 11 years of experience in financial planning and wealth management. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services, Curi Capital, and Ameris Bank Wealth Management. CPC Advisors serves individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with ongoing account monitoring and access to third-party managers and wrap-fee accounts.
Allen P
CFP®, Series 63, Series 65
Dalton, GA
CPC Advisors, LLC
Allen Petway Jr. is a CFP® professional with over 43 years of industry experience. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services and LPL Financial. He also serves on the Finance and Investment Committee of the First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with a focus on long-term holdings.
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