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
Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, services beyond investments offered including estates and trusts, and an evaluation of each advisor’s regulatory record etc. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James. 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.