The CPAlliance is a Turnkey Asset Management Program (TAMP) designed by CPAs for CPAs. An elite network of CPA financial planners who are registered investment advisors, uniquely qualified to help clients achieve and protect financial independence. The CPAlliance™ TAMP provides its members with back office support and portfolio management services. With access to a broad range of investment vehicles, including publicly traded stocks, bonds, mutual funds and ETF's, portfolios are constructed and managed according to individualized Investment Policy Statements and in a fiduciary capacity. There are no commissions, no limited family of funds, and no quotas, allowing members to provide clients with conflict-free and holistic financial planning that steadily builds wealth for long-term prosperity and peace of mind.

The elite network of CPAs who make up the CPAlliance™ are highly active in staying informed of and developing ways to manage issues that impact client's financial plans.

The CPAlliance™ is a program of CPS Investment Advisors, a fee-only, independent financial advisory firm in Lakeland, Florida since 1975. For more information on CPAlliance™ and/or CPS Investment Advisors, please visit www.cpalliance.com.

Why Choose to Work with us?

We are backed by a team of highly credentialed and experienced staff, including individuals that hold designations such as Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, as well as, skilled administrators.

The combined knowledge and expertise of your Advisor and the CPAlliance™ team uniquely qualifies your Advisor to manage all aspects of your financial life from tax and investment planning to helping you achieve and protect financial independence.

CPAlliance™ Member Firms, are legally and ethically obligated to act in your best interest, never their own, allowing their advice to be unbiased, conflict-free and without question, in your best interest.

CPAlliance™ Member Firms are granted access to the CPAlliance™ Turnkey Asset Management Program (TAMP) to offer to their clients.

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