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

CPS Investment Advisors

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United States
Lakeland, FL
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.

08/14/2026

🌳 Great things grow from strong foundations.

This Financial Awareness Day, take a moment to invest in your future. A thoughtful plan today can help your financial goals grow for years to come.

Want to learn more? Check out our blog for practical insights on building a stronger financial future: https://hubs.la/Q04r_n750

08/11/2026

A new school year is here! 🎒

Wishing all students, teachers, school staff, and families a wonderful year of learning, growth, and new adventures. 🍎 Have an amazing school year—we're cheering you on every step of the way!

08/04/2026

We’re honored to once again be recognized as one of Florida Trend’s Best Companies To Work For!

This award reflects the incredible people who make CPS Investment Advisors what it is every day. We’re grateful to be part of a team that values collaboration, trust, and a shared commitment to serving our clients and supporting one another.

Thank you to our team for helping make this recognition possible. 💙

08/03/2026

Our July Market Update is live right now!

Listen in for an update on the latest economic trends for this past quarter.

Follow us on YouTube & Spotify.

*Advisory services offered through CPS Investment Advisors, an SEC-registered investment advisor

07/31/2026

Should you buy into a Hot IPO? Here's What to Consider.

Listen to our latest episode of The Road to Financial Independence now on Spotify or wherever you listen to your podcasts.

*Advisory services offered through CPS Investment Advisors, an SEC-registered investment advisor

07/20/2026

We're honored to be recognized by the Tampa Bay Business Journal as one of the Largest Accounting Firms in Tampa Bay, earning the #22 spot on this year's list!

This recognition reflects the trust our clients place in us, the dedication of our incredible team, and our commitment to helping individuals, families, and businesses make confident financial decisions every day.

Thank you to our clients, partners, and team for being part of this achievement. Here's to continuing to grow together!

07/04/2026

For a quarter of a millennium, generations of Americans have built, innovated, sacrificed, and invested in a brighter future. The freedoms we enjoy today were made possible by those who believed in the power of hard work and opportunity.

At CPS Investment Advisors, we're proud to help individuals and families pursue their own version of the American Dream—building financial independence, creating lasting legacies, and planning confidently for the future.

As we celebrate America's 250th Anniversary, we honor the past, appreciate the present, and look forward to the opportunities that lie ahead.

Happy Independence Day!

07/02/2026

Your Child Could Receive $1,000 from the Government...

The new Trump Accounts offer a one-time $1,000 government contribution for kids born January 1, 2025 through December 31, 2028.

But the account you open should come from a plan, not a headline.

If you've welcomed a new child or have one on the way, let's talk.

*Advisory services offered through CPS Investment Advisors, an SEC-registered investment advisory firm.

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

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

http://www.cpsinvest.com/, http://link.tree/cpsinvestmentadvisors.com

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