We Are a Family

Capital clients receive superior financial guidance from a diverse and experienced group of advisors, all of whom are committed to serving the client’s best interests. Capital is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, investment veterans, a real estate specialist, an investment analyst, tax counselors and small business owners. This unique make-up gives clients the opportunity to have all their financial planning needs met in one place. The personalities of our team members and intimate size of our firm create a culture of team collaboration. Working together and drawing on each others strengths, CIA is able to develop a winning strategy for each of our clients.

We Educate Our Clients

Investing for your future is a critical life-task. It is your money and you should understand the decisions being made by your financial advisors. At Capital, we make every effort to educate our clients on our investment strategies and approaches so they believe in the ideas as much as their advisor does.

We Are Available For Our Clients

Every CIA client works directly with a personal investment advisor. You will never deal with an unfamiliar, uninformed middleman. Your portfolio is created specifically to address your situation and goals, and is followed on a daily basis by the Capital team. In addition, because of our team approach, your questions can be answered by any one of our advisors at any time.

We Go Against the Grain

Our investment philosophy is to question the conventional wisdom of the day. We don’t jump on the current "hot" trend. We strategically select investments that show potential for sustained growth, while trading at attractive market prices.

Client Servicing Goals

At Capital Investment Advisors our top priority is to help you sleep well at night knowing that you are on course to meet your long-term financial goals. We call this the SWAN approach. You may call it something else- a grandchild goes to college, a retirement is secured or a new business takes shape.