CIA is a team of diverse and experienced advisors, committed to serving our clients’ best interests.
CIA is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners, a CPA, an investment analyst and small business owners. We also have an Estate Attorney present in our building. This unique setup allows us to answer our clients’ financial questions in one place.
The personalities of our team members, coupled with the intimate size of our firm creates a culture conducive to team collaboration. Together, we work to create winning strategies for our clients.
At Capital Investment Advisors (CIA), we see ourselves as a partner in our clients’ financial lives. In addition to providing portfolio management services, our advisors can assist you with insurance, taxes, and estate planning.
Our investment strategies are straightforward. We explain how we will help you without using confusing charts or technical jargon. And we provide you with frequent updates.
Investing is serious business. It’s your money and you should be able to understand your financial advisor’s decisions. At CIA, we take every measure to ensure our clients are educated on our investment strategies.
Our fee-only model allows CIA to put our clients first. We use only unbiased, independent research to inform our decisions, delivering you cost-effective strategies. No commissions, no conflict.
Every CIA client is appointed his or her own personal investment advisor. No middleman. And your portfolio is tailored around your unique financial situation and goals.