What Does Your Happy Retirement Look Like?

Our advisors find customized solutions for your purpose-driven life.

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 goals 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

team members across 4 locations
0 +
years in
business
0
assets under
management
$ 0 B
families
served
4,300 0 +

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

CIA thanks these publications for the accolade. No compensation was paid to be considered for this award.

Helping Happy Retirees Since 1996

team members across 4 locations
0 +
years in business
0
assets under management
$ 0 B
families served
4,300 0 +

as of december 2023

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

With the Help of Wes Moss,

Unlock the secrets of a Happy Retirement!

101 Retirement Tips eBook

With the Help of Wes Moss,

Unlock the secrets of a Happy Retirement!

With the help of Wes Moss' books, Unlock the Secrets of a Happy Retirement!

Our Happy Retirement Stories

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.