Knowledgeable Guidance Through the
Crossroads of Wealth Management
As financial planners who have achieved a certified level of excellence and commitment in our industry and for the clients we serve, we emphasize a highly personalized and comprehensive approach to help you make the most of your investments. We not only take into account how your investments can be used to enhance the lives for you and your family today, but also how they can enhance your future and your future generations.
Our team is 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 family’s financial future.
The 3 C's of CPC
Recognizing that no two clients are alike, we take the time to listen — and to understand — your particular circumstances, goals, and aspirations. Our comprehensive and personal approach is designed to first create a plan that achieves your near-term and long-term goals, then to consistently monitor that plan, especially in light of any unique crossroads you may face.
Collectively, our professional staff consists of six Certified Financial Planners™, a Chartered Financial Analyst (CFA), a Certified Public Accountant, Certified Investment Management Analyst® and a MBA. When you partner with CPC, you partner with our entire team and our expertise. We are held accountable by these esteemed designations with requirements for continuing education and attending professional development conferences. Therefore, you can have peace of mind you are receiving thoughtful, objective and relevant advice.
Established in 1975, our firm has over 40 years of award-winning service. Our success is based on offering a client experience that is unmatched in terms of professional expertise, value-added research and service, communication, education and integrity. As your trusted partner, we are committed to stay with you in your journey, helping you enjoy the path you travel today and providing more confidence in the paths that will follow.
Achieving your short-term and long-term goals requires far more than just managing investments.
Working With Us
Barron’s recognition is based on quality of practice, philanthropic work, assets under management, revenue produced for the firm, and regulatory record. Compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Financial Times ranking is based on $150 million or more assets under management, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility. Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. This award is bestowed by an independent third party organization not affiliated with Raymond James.
Consolidated Planning Corporation is independent of Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.