CPS Investment Advisors

CPS Investment Advisors A local fiduciary financial advisory firm providing conflict-free advice for more than 45 years.

CPS Investment Advisors is a fiduciary-led, independent financial advisory firm founded by CPAs and proudly headquartered in Lakeland, Florida. With over 45 years of experience, we help individuals, families, and businesses build and protect wealth through comprehensive, tax-efficient financial planning and investment management — always with your best interests first. We believe financial indepen

dence is achievable for everyone, and we act as your personal CFO — guiding your financial life with clarity, integrity, and customized solutions tailored to your unique goals. Careers: https://cpsinvest.com/careers/

Privacy Policy:https://cpsinvest.com/wp-content/uploads/2023/10/PrivacyPolicy_CPSIA_WEB.pdf

Terms of Use:https://cpsinvest.com/wp-content/uploads/2023/10/TermsOfUse_CPSIA_WEB.pdf

Customer Relationship Summary:https://cpsinvest.com/wp-content/uploads/2023/10/Form_CRS_CPSIA_WEB.pdf

Firm Brochure:https://cpsinvest.com/wp-content/uploads/2025/04/CPS-Disclosure-Packet-2025-revised-3-28-2025.pdf

Advisory services offered through CPS Investment Advisors, a SEC-registered Investment Advisor. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

04/24/2026

We’re growing, and we’re looking for exceptional people to grow with us.

At CPS Investment Advisors, you’re not just joining another financial planning & investment advisory firm. You’re becoming part of a team that’s been helping clients achieve financial independence for over 50 years. If you’re passionate about helping clients achieve financial independence, we have opportunities across financial planning, investment management, and behind-the-scenes client support.

Ready to take the next step?

https://hubs.la/Q04dqQ3Y0

04/24/2026

Smart habits build long-term results.

Education compounds.
Entertainment fades.

Stay intentional.
Steady as you grow 📈

Listen to The 15 Decrees of a Millionaire—available wherever you get your podcasts.

04/23/2026

We all have dreams for the future—
but they don’t happen without a plan.

🎧 Full episode out now.

04/23/2026

The Road to Financial Independence · Episode

04/20/2026

The Road to Financial Independence · Episode

Most people don’t struggle because of their income…they struggle because of bad habits.The way you think, what you consu...
04/20/2026

Most people don’t struggle because of their income…
they struggle because of bad habits.

The way you think, what you consume, and how you spend your time—it all compounds.

Here are 3 mindset shifts we talked about in today’s episode 👇

🎧 The Road to Financial Independence

Full episode out now, wherever you get your podcasts.

04/13/2026

We had a blast at Shred Fest!

Great people, great conversations, and a whole lot of shredding (and smash burgers 🍔).

Steady as you grow📈

04/08/2026

The Road to Financial Independence · Episode

04/08/2026

Financial independence means this:

Your money works for you—
not the other way around.

Learn how to plan for your future.

🎧 Full episode out now.

04/07/2026

Saving money isn’t complicated…
it’s a choice.

One of the few things you can actually control.

🎧 Full episode out now.

Address

205 East Orange Street, Suite #310
Lakeland, FL
33801

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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