At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them.  We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come.

As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client’s wealth.  And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family’s financial future.

Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states
and/or jurisdictions for which they are properly registered. Therefore, a response to a
request for information may be delayed. Please note that not all of the investments and
services mentioned are available in every state. Investors outside of the United States are
subject to securities and tax regulations within their applicable jurisdictions that are n
addressed on this site. Contact your local Raymond James office for information and
availability.
Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

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Insurance

Investment Management

CPC Advisors (Consolidated Planning Corporation)

CPC Advisors (Consolidated Planning Corporation)'s headquarters in Atlanta, United States

Michael L. Hines

David G. Hunter

Varun K. Marneni

Amber Myrick

Blake A. Flood

The Client Services team at CPC Advisors (Consolidated Planning Corporation) focuses on providing exceptional, personalized support to clients regarding their financial planning and investment management needs. This team works to ensure client satisfaction by managing account information, addressing inquiries, facilitating communication between clients and advisors, and streamlining the implementation of financial strategies tailored to enhance both current and future wealth.

Client Services

The Leadership Team at Consolidated Planning Corporation (CPC Advisors) is responsible for setting the strategic direction, overseeing the comprehensive wealth management services, and ensuring the personalized approach that distinguishes the firm. Comprised of senior executives including the President and Founder, Chief Market Strategist, and Chief Investment Officer, this team leverages their extensive expertise to enhance client relationships and drive the company's mission of providing tailored financial planning that secures both current and future prosperity for clients and their families.

Leadership Team

The Financial Planning and Analysis team at Consolidated Planning Corporation focuses on providing clients with comprehensive financial strategies tailored to their individual needs. Responsibilities of the team include analyzing market trends, developing investment plans, overseeing portfolio management, and offering personalized financial advice to ensure clients can achieve their long-term financial goals. The team leverages their certified expertise to enhance client-advisor relationships, delivering value beyond traditional investment management.

Financial Planning and Analysis

The Marketing and Client Relations team at CPC Advisors is responsible for developing and executing marketing strategies to attract and retain clients, enhancing brand visibility, and fostering strong client relationships. The team combines financial expertise with personalized communication to ensure client satisfaction and loyalty, creating tailored content and campaigns that highlight CPC’s comprehensive and client-focused approach to wealth management. They work closely with financial planners and relationship managers to provide a seamless and consistent client experience.

CPC Advisors (Consolidated Planning Corporation)

Org chart

Teams

Client Services

Leadership Team

Financial Planning and Analysis

Marketing and Client Relations

Offices

CPC Advisors (Consolidated Planning Corporation)

Org chart

Teams

Client Services

Leadership Team

Financial Planning and Analysis

Marketing and Client Relations

Offices

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