Steve Voss, founder of CPX Partners
Steve Voss, a longtime Raymond James executive specializing in advisor business ownership transition planning, has left the firm to launch a new consultancy dubbed CPX Partners.
Voss says CPX will be developed as a “boutique consultancy” focused on helping financial advisors transition, grow and build successful independent practices.
Prior to his departure from Raymond James, Voss led the recently revamped Independence Plus platform for advisors seeking ownership and autonomy. The program has been in operation for over a decade and has helped nearly 500 advisors and teams become business owners. Voss has spent nearly 10 years at the firm.
“Over the past decade, I’ve had the privilege of guiding many exceptional advisors through the most important transitions of their careers,” Voss said in a statement. “With CPX Partners, I can extend that impact, offering more personalized and comprehensive support to a wider network of advisors seeking to build independent practices on their own terms.”
CPX Partners will provide services for financial professionals across all phases of firm development — including transition planning and execution, business infrastructure development and support, brand development, succession planning and more.
Voss’ announcement offered additional detail about the timing of his decision to launch CPX Partners.
“Life has taught me that time and purpose are invaluable,” he said. “Surviving cancer clarified my priorities in a profound way. Starting a business while raising a young family isn’t easy, but the opportunity to build something lasting and impactful was too important to postpone. That perspective informs the firm’s ethos: to help financial advisors pursue careers that are not only professionally successful but personally fulfilling.”
Steve Voss. Courtesy photo
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