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.

Finance

Insurance

Investment Management

CPC Advisors (Consolidated Planning Corporation)

Michael L. Hines

Jeff Stilwill

Varun K. Marneni

David G. Hunter

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

Leadership Team

Financial Planning and Analysis

Client Services

About

Team members

Other teams at CPC Advisors (Consolidated Planning Corporation)

Leadership Team

Financial Planning and Analysis