Our financial advisors specialize in developing and maintaining income-oriented investment portfolios that are custom-tailored to your lifestyle, goals, and needs. Capital Investment Advisors' Arizona branch aims to help families generate a steady stream of income from their retirement savings while also advising on a wider array of areas in financial planning. The investment advising that our team offers serves our ultimate goal: helping your family find happiness in retirement.
Meet the Arizona Team
Our local advisors are based in Phoenix and happy to work with you on your individual retirement needs wherever you are in your financial journey. We are available to meet via video call, phone call or in person, whichever works best for you. Read more about our team below and click the button below to let us know when you’d like to meet.




Capital Investment Advisors Arizona office:
2141 East Camelback Road, Suite 205
Phoenix, AZ 85016
Services
At Capital Investment Advisors, we are dedicated to our partnership with you. We see ourselves as a partner in your financial life and because of this investment, your goals are our goals too. In addition to providing portfolio management services, our advising team can connect you with our trusted partners for insurance, taxes, and estate planning. We make it a point to always be standing by when you need us, and to have a strategy in place when you are ready to take the next step. Our intention is to make investing stress-free and simple as possible so that you sleep well at night.
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Helping Families
Find Happiness in Retirement
Wondering what it takes to become a happy retiree? Our team has done extensive research to tease apart the differences between the happiest and most unhappy retirees. Ultimately, we want to get a better grasp of the emotional component of retirement, so we can all set ourselves up to be financially stable and happy retirees. Here are a few resources to get you started.
Capital in the Community
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