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In the world of financial advisors, how do you choose the right one for you?

If you are looking for an experienced team of professionals with a proven track record, who are independent, and who embrace a holistic approach to financial planning tailored to your financial goals, personal values, & unique family dynamics, you have arrived.

Welcome to CPS Investment Advisors.

Please come inside to meet us.

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Professional Asset Management By a team of CPAs Who Understand Your Complete Financial Picture

  • Serving high net worth clients since 1975
  • Registered Investment Advisor since 1989