CPC Partners Offers Firm Advice for Financial Advisors Nationwide

Media Contact:
Tiara Kincaid
tkincaid@cpcadvisors.com

CPC Partners Offers Firm Advice for Financial Advisors Nationwide
Team with vast expertise set to deliver similar quality outcomes as CPC Advisors is known for.

Atlanta, GA – January 10, 2022. Advisors around the country have been asking for an exceptional range of ongoing support and specialized services for their financial planning practice and CPC Partners is delivering. Built on the 45+ years of quality wealth management experience at CPC Advisors, the new enterprise is ready to engage with advisors wherever they are in their journey to independence.

“We’ve been listening to the needs of advisors for some time now,” said Nick Hughes, VP at CPC Partners and Relationship Manager at Raymond James Financial Services (RJFS). “What we found is that they would like to engage with a firm that goes beyond the expected in offering the critical resources to make their clients’ happy.”

CPC Partners is offering a wide array of core and comprehensive services for advisors to leverage for their own business. These include everything from financial planning, investment solutions and compliance to CIO Solutions, ESG expertise and concierge services.

“Our solutions and services are tailored to the advisor’s practice,” said Jeff Stilwill, VP at CPC Partners and Relationship Manager at RJFS. “We don’t believe in cookie-cutter solutions – that’s why advisors will be pleased to experience our on-site transition support. We’re committed to ensuring their business is on solid footing from day one.”

“Advisors will get to work with the same expert team that that has set CPC Advisors apart in the financial planning marketplace,” said Mike Hines, President and Founder, CPC Advisors. “Our client-first approach has been the key to our success – and we are thrilled to share our people, products and technology to help others succeed.”

“The path to independence looks different to everybody,” said Varun Marneni, EVP at CPC, “Whatever your vision is, we’ll do everything in our power to help you fulfill it.”

To learn more about the CPC Partner’s offering, visit www.cpcpartners.net