CPS is a personalized Investment firm for individual, corporate and retirement plan investors.  We offer portfolios to match each client’s investment objectives.  We are only compensated with a fee based on the value of the assets under management.  Our fee-only approach eliminates conflicts of interest regarding commissions.  By using this approach, we are on the same side of the table and are working toward the long-term objective our clients have outlined.  We promote a disciplined investment style that avoids the instability of a market-timing strategy.  As a CPA and Registered Investment Advisory firm, we adhere to a code of professional conduct and ethics and we have a fiduciary duty to our clients.   


It is our core purpose to add value to our clients, our business associates, our families and our community.  Therefore, we have constructed an extraordinary Financial Services firm that benefits our clients, their businesses and families.  Our success is attributed to customized service instituting the characteristics of professionalism that come with being Certified Public Accountants and Personal Financial Specialists (PFS).  As CPA’s and Personal Financial Specialists, we review and monitor our clients’ entire financial picture.  Despite our success, we continue to strive to outperform our accomplishments.  


CPS’s goal is to invest your portfolio in the manner that best meets your long-term investment goals and risk tolerance.  CPS allocates funds among various asset classes using a growth and value approach to investments.  Taxable accounts are managed to enhance after-tax performance.  CPS predominately uses a mix of direct instruments (stocks and bonds) and no load, low cost passive index funds and ETF’s.   


Our objective is to consistently strive to deliver financial solutions that exceed our client’s expectations.