C2P Enterprises is an umbrella company for a family of financial service brands dedicated to serving independent financial advisors. Founded with the mission to simplify the complexities of the financial services industry, the company provides a holistic ecosystem of resources including training, coaching, marketing, investment management, and operational back-office support. Their goal is to empower financial professionals to grow their practices, better serve their clients, and achieve a more prosperous and balanced life. The company's origins trace back to The JL Smith Group, a successful financial planning firm, which evolved to share its proven processes and systems with the broader advisor community.

Founded in

United States