You'll come to many crossroads in life.
We have an entire team of professionals to help guide you.

Amassing wealth is no easy task. Neither is managing it. You’ll face many crossroads where important decisions must be made. When they come, you need a trusted partner by your side to give you careful, objective advice based on experience and expertise.

With CPC as your wealth-management partner, you’ll have an entire team at your disposal that can help you make those choices with confidence. We’ll also help you plan, design and implement an investment strategy based on your unique goals and other crossroads you’ll face in the future. Finally, when it comes to service, we’re committed to delivering a level of care reflective of the high level of success you’ve achieved.

We welcome the opportunity to help you through the crossroads of wealth management, to help add more enjoyment to the path you travel today and more confidence in those who will follow in the future.

Michael L. Hines, CFP®   |
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CPC Impact Investing has a heightened focus on environmental, social and governance (ESG) factors alongside traditional financial analysis in the investment decision process. Through Impact Investing, your expected return can be competitive investment results and - more importantly - a better world for generations to come.

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We are committed to staying on top of industry best practices and market conditions.
Therefore, we are ready for your unique crossroads as soon as they arise.

ARTICLE

July 2019 Economic and Market Highlights

The CPC Team
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ARTICLE

July 2019 Economic and Market Highlights

The CPC Team
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VIDEO

The CPC Investment Process

with David G. Hunter, CFA®, CAIA
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AUDIO

July 2019 Quarterly Market Update

with Blake Flood, CFP®
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. 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.

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