CPAlliance

Call Website

CPAlliance We're a Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs. The CPAlliance® TAMP

CPAlliance® is an elite network of CPA financial planners and registered investment advisors designed by CPAs for CPAs — helping accounting professionals grow and manage comprehensive financial planning practices with support, tools, and community. As a turnkey asset management program (TAMP), we provide portfolio management, performance reporting, trade reconciliation, compliance support, marketing resources, and practice growth tools — so you can focus on your clients’ financial goals. Whether you’re expanding your service offerings or building a thriving CPA financial planning practice, CPAlliance equips you with expert education, strategic support, and a vibrant professional network to help you succeed. Careers: https://cpalliance.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

The CPAlliance® is a Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs and is a division of CPS Investment Advisors. 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.

🏆 Celebrating Excellence Across the CPAlliance® NetworkCongratulations to this year’s CPAlliance® award recipients, reco...
09/14/2026

🏆 Celebrating Excellence Across the CPAlliance® Network

Congratulations to this year’s CPAlliance® award recipients, recognized during our 30th Annual CPAlliance® Executive Roundtable this summer!

🥇 Gold: Financial Independence Advisors
🥈 Silver: Gragg Financial
🥉 Bronze: Gunn & Company Investment Management, Inc.
⭐ Rising Star: Hurlburt Financial

Our CPAlliance® turnkey asset management program (TAMP) brings together CPAs and financial professionals who are expanding the ways they serve their clients through comprehensive financial planning and wealth management.

CPAlliance® is designed specifically to help CPAs build and grow comprehensive wealth management services within their tax practices. We’re proud to recognize these outstanding firms during our annual roundtables, highlighting their continued growth and commitment to their clients. Congratulations again to this year’s award recipients and their teams!

Learn more about CPAlliance®, and our annual continuing education events at https://hubs.la/Q04xspFp0.

For a quarter of a millennium, generations of Americans have built, innovated, sacrificed, and invested in a brighter fu...
07/04/2026

For a quarter of a millennium, generations of Americans have built, innovated, sacrificed, and invested in a brighter future. The freedoms we enjoy today were made possible by those who believed in the power of hard work and opportunity.

At CPAlliance, we're proud to help individuals and families pursue their own version of the American Dream—building financial independence, creating lasting legacies, and planning confidently for the future.

As we celebrate America's 250th Anniversary, we honor the past, appreciate the present, and look forward to the opportunities that lie ahead.

Happy Independence Day!

01/19/2026

Address

205 East Orange Street
Lakeland, FL
33801

Telephone

+18636881725

Website

Alerts

Be the first to know and let us send you an email when CPAlliance posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category