CPC Advisors

At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them. We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come. As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a clients wealth. And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your familys financial future. Consolidated Planning Corporation is not a registered broker/dealer, and is ind...