Click here for our latest COVID-19 RESOURCES

Resources at Your Fingertips

Our commitment to providing you with careful and objective advice can only come from our commitment to staying on top of industry best practices and market conditions. We have consistently held this view over our firm’s 40 years of service, allowing our breadth of expertise to run deep. Therefore, we are ready for your unique crossroads as soon as they arise.

We invite you to look through our variety of current information below we thought you might find of interest.

Market Commentary
July 6, 2021

June 2021 Economic and Market Highlights

Market Commentary
June 4, 2021

May 2021 Economic and Market Highlights

Read
From the Headlines
May 6, 2021

David Hunter Brought in to Discuss Bitcoin

Read his thoughts in this national publication.
Read
From the Headlines
May 6, 2021

Varun Marneni Featured in Money Under 30

Varun shares how the rich get rich.
Read
Education
March 8, 2021

Strategies to Save on 2020 and 2021 Taxes - Webinar Recording

with Varun Marneni, CFP® and special guest Doug Neal, CPA
Watch
Education
April 17, 2020

Understanding the CARES Act with Guest Speaker Doug Neal, CPA

LISTEN
Team News
May 7, 2021

CPC Advisors Tops $1 Billion in Assets Under Management

Wealth management firm’s investment expertise and “client first” approach leads to historic milestone.
Read
Team News
August 17, 2020

CPC Advisors Named to Financial Times 300 Top Registered Investment Advisers List

Read
view all

Market Updates

Ready to begin?
CONTACT US

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.

Raymond James Privacy Notice | © 2021 Raymond James Financial Services, Inc.,  Member FINRA / SIPC