Press Releases

Tis’ the season to give and CPS Investment Advisors hopes this donation will help create a special memory for local veterans.  Principals and employees raised money for the “Flight to Honor” program. It helps transport military veterans to Washington so they can see the memorials of the wars they fought in. CPS employees are able to wear jeans on Friday if they donate toward a special cause. Flight to Honor was one of the organization’s employees voted to help in 2017. The firm’s partners also matched the donation. Retired Air Force Colonel, Gary Clark, is in charge of the local program and was thrilled to receive this donation to help more veterans experience a memorable journey. CPS Investment Advisors salutes all of our nation’s veterans and active military personnel.

The Peace River Center has a new addition! October 17th marked the grand opening of the Lakeland Crisis Campus. CPS Investment Advisors made a donation and our team is glad it will be able to help those in our community. CPS President, Peter Golotko, serves on the Peace River Center Board of Directors. Golotko and other employees attended the ceremony, which included a ribbon cutting. Peace River Center’s mission is to engage, restore, and empower individuals in our community to reach their fullest potential.

The Villages, Florida (September 27, 2017) CPS Investment Advisors has opened its newest location in The Villages, Florida. The investment firm, which serves clients across the country, operates exclusively under a fiduciary standard and provides a comprehensive range of financial services, including financial planning, money management, 401(k) planning, accounting and tax expertise.


CPS Investment Advisors has been voted the “Best Investment Firm” in the Lakeland Ledger’s 2017 “Best of the Best” contest.

It’s the second year in a row the firm has received the top honor. CPS Tax Manager, Holley Kelly, was also voted “Best Accountant.” CPS Partner, Mike Riskin, was also nominated as a finalist for “Best Accountant.”

CPS Investment Advisors would like to thank everyone for their support. We enjoy serving the community and helping all our clients here and throughout the country.

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