C2P Advisory Group

It all started with a napkin drawing. Originating as a response to the flaws of the financial services industry, C2P is the brainchild of an alliance of top-tier financial professionals from across the industry who decided to make a difference.


After years of working with financial organizations with top-down approaches for doing business, our founder and founding partners realized a change had to be made. The approach of “here’s a sales idea, now go sell more products” mostly benefited the company. The advisor benefited second, but the client, who was simply sold a product, would always come in last.

United in the vision to always do right by the client, these partners set out to turn this business model completely upside down. They wanted to equip other advisors with the knowledge, support and resources they needed to provide comprehensive and value-driven planning. They succeeded.

Today, C2P Enterprises is the culmination of a decade-plus dedication to creating, refining and mastering all the tools, resources, training, coaching, planning, products, and processes for independent, client-driven financial advisors to succeed and thrive. We’ve grown into a collection of leading independent financial services organizations renowned for innovation, advisor collaboration and client success.

To be successful in today’s environment, top advisors must bridge the demands of being both an impactful holistic advisor and a confident, capable business owner and leader. While each of our brands independently serves advisors on their journeys to success, when the brands and respective resources are used together and in collaboration—the results are endless.

Discover the complete path to business success while systematically working in your clients’ best interest.

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