The CPA, RIA, & PFS competitive advantage
We at CPS Investment Advisors possess a unique combination of credentials which drive the holistic approach in our financial advisory practice.
Combining our knowledge as CPA's and Personal Financial Specialists, and our independence from any national brokerage firm, we bond our trusted relationships with our clients as the one and only financial advisor our clients and their families will ever need.
- We understand your complete financial picture - We consider tax implications of your investments.
- Our disciplined approach to investing is driven by our comprehensive financial planning with you.
- As CPA's we are bound by the highest ethical standards of objectivity and confidentiality.
- Our Registered Investment Advisory firm status holds us to fiduciary responsibilities which exceed those of traditional brokers.
- Our compensation for asset management is fee-only. We avoid conflicts of interest to buy or sell on your behalf.
- We embrace a lifetime relationship with you and your family.