What Does Your Happy Retirement Look Like?
Our advisors find customized solutions for your purpose-driven life.
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Our Services
We navigate wealth management complexities to connect your financial life so you’re free to focus on what matters most.
Our experienced advisors work with you to personalize your investment plan designed to help you grow your wealth and help you work towards your long-term financial goals.
Our team of qualified professionals provides a comprehensive range of accounting & tax services. From individuals to families to businesses, we deliver tax-saving strategies tailored to your specific needs.
Our Services to Help Make Your Wealth Work For You
We help connect all the pieces of your financial life and navigate the complexities of wealth management so you can focus on what matters most.
Our experienced advisors develop personalized investment plans to help you grow, preserve, and protect your wealth, and achieve your long-term financial goals.
- Retirement Planning
- 401(k) Advisement
- General Financial Planning
- Portfolio Management
- Income Investing
- Family Office Management
Our team of qualified professionals provide a comprehensive range of accounting & tax services for individuals, families, and businesses. We ensure accuracy, compliance, and tax-saving strategies tailored to your specific needs.
- Individual Tax Returns
- Business Tax Returns
- Fiduciary Tax Returns
- Gift Tax Returns
- Business Bookkeeping
Why Work With Us?
At CIA, you’re more than a client. You’re family.
We are a fiduciary and provide recommendations solely in your best interest. We aim to empower you with the knowledge and tools you need to make well-informed financial decisions.
Your Happiness is the Center of Planning
We start by understanding your happy retirement aspirations, not just your financial goals.
Collaborative Approach
We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.
Experienced Team
Customized plans crafted with guidance from award-winning professionals held to a fiduciary standard.
Long-Term Relationships
We commit to building enduring partnerships, supporting you through every stage of your life.
Why Work With Us?
Your Happiness is the Center of Planning
We start by understanding your happy retirement aspirations, not just your financial goals.
Collaborative
Approach
We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.
Experienced
Team
Guidance from seasoned professionals to help plan out your retirement happiness.
Long-Term Relationships
We commit to building enduring partnerships, supporting you through every stage of your life.
Your Happiness is the Center of Planning
We start by understanding your happy retirement aspirations, not just your financial goals.
Collaborative
Approach
We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.
Experienced
Team
Customized plans crafted with guidance from award-winning professionals held to a fiduciary standard.
Long-Term Relationships
We commit to building enduring partnerships, supporting you through every stage of your life.
Ready To Start The Conversation?
Helping Happy Retirees Since 1996
business
management
served
as of december 2023
Atlanta’s 25 Largest Money Managers
per Atlanta Business Chronicle September 2023
Atlanta’s 25 Largest Financial Planning and Advisory Firms
per Atlanta Business Chronicle September 2023
Top 10 Financial Advisor Firms in Atlanta
per SmartAsset May 2023
CIA thanks these publications for the accolade. No compensation was paid to be considered for this award.
Helping Happy Retirees Since 1996
as of december 2023
Liz & David
Client Spotlight: Liz & David’s Dream Trip to Iceland
Barbi
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
Ingrid
Client Spotlight: Ingrid’s Second-Act Career as a Travel Agent in Retirement
Ford Bronco
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
Gary
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
as of december 2023
Atlanta’s 25 Largest Money Managers
Atlanta’s 25 Largest Financial Planning and Advisory Firms
Top 10 Financial Advisor Firms in Atlanta
101 Retirement Tips eBook
With the help of Wes Moss' books, Unlock the Secrets of a Happy Retirement!
Our Happy Retirement Stories
- Liz & David
Client Spotlight: Liz & David’s Dream Trip to Iceland
- Barbi
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
- Ingrid
Client Spotlight: Ingrid’s Second-Act Career as a Travel Agent in Retirement
- Ford Bronco
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
- Gary
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
- Frank Pringham
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
- Cyndi and Chelsy
Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park
- Pat and Paula
Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail
- Dickson and Gail
Client Spotlight: The Story Of How Two Happy Retirees Played At Carnegie Hall
Happy Retirement Tools
Unlock your financial potential with our easy-to-use tools and calculators.
Learn where you fall amongst the happiest retirees with our Money & Happiness Quiz.