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.

We're honored to be recognized by the Tampa Bay Business Journal as one of the Largest Accounting Firms in Tampa Bay, ea...
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!

For a quarter of a millennium, generations of Americans have built, innovated, sacrificed, and invested in a brighter fu...
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

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📈

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

,

Alerts

Be the first to know and let us send you an email when CPS Investment Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to CPS Investment Advisors:

Shortcuts

Share

Category