CPC Advisors

CPC Advisors is a financial planning firm in Atlanta, GA, located at 1475 Peachtree St NE Suite 750. The firm helps clients plan, design, and implement strategies based on unique goals and circumstances. Serving individuals and families, the team guides clients through financial crossroads with a holistic approach to wealth management. They work closely with other professionals involved in clients’ lives to ensure a complete financial picture is created. The firm is known for planning and implementing investment strategies, as well as managing wealth. They have been helping clients navigate life and make astute decisions about their wealth management for over five decades.

The firm’s approach emphasizes going beyond the expected to improve financial well-being for clients and those who follow them. They stay on top of industry best practices and market conditions to be ready for unique crossroads as they arise. CPC Advisors provides 100 ways to help clients grow, manage, and preserve their wealth. Their services include investment strategies, retirement planning, insurance, taxes, cash flow management, business planning, employer benefits, education funding, estate planning, next-generation wealth strategies, charitable planning, and elder care. They also offer coordinating with multiple advisors, communication and education, and information protection. The team customizes investment plans tailored to maximize the probability of reaching goals, investing assets in a forward-looking, systematic manner with a focus on downside risk. Clients gain access to institutional share classes and benefit from a disciplined approach to proactively monitor each investment. The firm employs a robust rebalancing technique and partners in a way that builds trust and enables long-term focus despite short-term market noise.

CPC Advisors is recognized as one of USA Today’s Best Financial Advisory Firms for 2023-2024 and Forbes America’s Top RIA Firms for 2025. Forbes has named them America’s Top Next-Generation Wealth Advisors from 2017-2025 and Best-in-State Wealth Advisors for 2024-2025. The firm was also named one of Atlanta Business Chronicle’s Best Places to Work in 2022. Awards recipients include Varun K. Marneni, CFP®, CEPA. The team includes Varun K. Marneni, President & CEO; Blake A. Flood, Chief Market Strategist and Investment Committee Chair; Adele V. Gipson, Executive Vice President; David G. Hunter, Chief Investment Officer; and Judy T. Ross, Strategic Consultant. Senior Wealth Advisors include Allen Petway, Michael J. McCool, Sarah B. Walker, Joshua B. Voisine, Trevor K. Thompson, Geri Lanning, and Toni Perez. Daren Sexton serves as Director of Portfolio Management. Sheila Hines and Patricia Hayton are Directors of Client Services.

BizScoreAI gives CPC Advisors an Authority score of 75 out of 100, which measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend. The firm also receives a Performance score of 71 out of 100, which measures how quickly the website loads, keeping visitors on the page and serving as one of the factors search engines use in ranking.