CPS Investment Advisors

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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 independence 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.

Estate planning is an important piece of the bigger financial picture, but deciding between a will and a trust doesn’t a...
10/12/2026

Estate planning is an important piece of the bigger financial picture, but deciding between a will and a trust doesn’t always have to be an either-or decision.

As we continue recognizing Estate Planning Month, we’re revisiting a helpful article that breaks down how wills and trusts serve different purposes and why having both may make sense as part of a comprehensive estate plan.

Read “Will or Trust: Why Not Both?” to learn more about how these tools can work together as part of your overall financial plan.

https://hubs.la/Q04z4W2_0

You’ve worked hard to build what you have. Have you thought about what happens to it when you’re no longer here?An estat...
10/05/2026

You’ve worked hard to build what you have. Have you thought about what happens to it when you’re no longer here?

An estate plan helps put your wishes in writing and gives your loved ones a clearer path forward when the time comes.

This Estate Planning Month, take a few minutes to learn why an estate plan is worth having, no matter what stage of life you’re in.

Read the blog to learn more. https://hubs.la/Q04z4VlN0

October is Financial Planning Month, and it’s a great reminder to check in on the goals you’re working toward.Whether yo...
10/01/2026

October is Financial Planning Month, and it’s a great reminder to check in on the goals you’re working toward.

Whether you’re planning for something right around the corner or dreaming about what life could look like years from now, your financial plan can help you stay focused on what matters most to you.

We’re kicking off the month by sharing a blog about turning your financial goals and dreams into a plan for the future.
https://hubs.ly/Q04yWtgR0

Having a 401(k) is a great start. Making the most of it is the next step.In the final part of our 401(k) Decoded series,...
09/23/2026

Having a 401(k) is a great start. Making the most of it is the next step.
In the final part of our 401(k) Decoded series, we cover practical ways to strengthen your retirement savings, including maximizing your employer match, reviewing your investments and making the most of contribution opportunities.
Finish the series and see how you can put your 401(k) to work: https://hubs.la/Q04x1Q440

Team Spotlight: Nolen B. BaileyAs Vice President, Director of Retirement Plan Services, and Partner, Nolen brings leader...
09/21/2026

Team Spotlight: Nolen B. Bailey

As Vice President, Director of Retirement Plan Services, and Partner, Nolen brings leadership, expertise, and a genuine passion for helping clients pursue their goals.

Outside the office, you’ll find Nolen playing tennis, fishing, reading, spending time outdoors, or traveling with his wife, Ashley. He’s always up for a new adventure and rarely passes up a good sunset.

And when it comes to local favorites, Nolen has a few: Nineteen61, Vasco Sixty-One, Scarpa’s, Bay Street Bistro, and Grove Roots.

Thanks for following along as we shine a spotlight on the people who make up the CPS IA team! 👏

You know what a 401(k) is, but how does it actually work?Part 2 of our 401(k) Decoded series takes a closer look at cont...
09/16/2026

You know what a 401(k) is, but how does it actually work?
Part 2 of our 401(k) Decoded series takes a closer look at contributions, employer matches, vesting and investment options to help you better understand what’s happening with the money you’re setting aside for retirement.
Learn how it all comes together: https://hubs.la/Q04x1P-30

Today, we remember and honor the lives lost on September 11, 2001, and recognize the courage of the first responders and...
09/11/2026

Today, we remember and honor the lives lost on September 11, 2001, and recognize the courage of the first responders and everyday heroes who stepped forward in the face of tragedy. We will never forget.

Your 401(k) can be one of the most powerful tools in your retirement strategy, but do you know how to make the most of i...
09/09/2026

Your 401(k) can be one of the most powerful tools in your retirement strategy, but do you know how to make the most of it?
In Part 1 of our 401(k) Decoded series, we’re breaking down the basics, from tax advantages and employer matches to the role your contributions can play in building long-term financial security.
Start with the basics: https://hubs.la/Q04x1PSY0

09/09/2026

You probably see gas prices change all the time, but have you ever stopped to think about why?

In this clip, Economist Dr. Joseph Connors breaks down how oil moves through the economy and why events around the world can impact what we pay here at home.

🎙️Watch the clip, then catch the full episode for the bigger picture.

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

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