Let our independence help secure yours

We develop comprehensive, transparent financial plans that other firms can’t.

Our only allegiance is to you

Retire with Peace of Mind

Find out why they’re called the Golden Years.

Your investment future starts here

Review your financial plan

More opportunities to save—and no surprises.

Profit from our expertise

Your 401(k) shouldn't be frustrating

Simplify retirement with our “Check the Box” Retirement Plan Platform.

Start deciphering your 401(k)

A Little About Us

CPS Investment Advisors is a full-service, independent financial advisory firm located in Lakeland, Florida. Since 1975, we have empowered our clients to achieve financial security and peace of mind through education and prudent wealth management.

Watch all videos in the series

Financial Questionnaire

Complete our financial questionnaire and get a free 60 minute consultation.



We’re proud of the honors we’ve received and the stellar team that made them possible.