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About Us

We Are a Family

Capital Investment Advisors (CIA) clients receive financial guidance from a diverse and experienced group of advisors, all of whom are committed to serving the client’s best interests. CIA is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, investment veterans, an investment analyst, tax counselors and small business owners. This unique setup gives clients the opportunity to have all of 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 other’s strengths, CIA develops a comprehensive strategy for each of our clients to best address their specific financial situation.

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 CIA, 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 CIA 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 CIA, 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 (Sleep Well at Night) approach. You may call it something else –  a grandchild goes to college, a retirement is secured or a new business takes shape.

Schedule Your Appointment

Set up a free one-hour consultation to map out your customized retirement income plan. After your consultation, you will understand the following:

  • How your investments should be working for you.
  • The appropriate annual amount to save, rate of return to target, investment allocation to achieve, and more.
  • The function of cash flow in retirement in the landscape of Social Security, pensions, investment income and any other sources of income.
  • How allocations in 401Ks and other investment correlate with your long-term plan towards retirement.

Get Started Today

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