ATLANTA – March 10, 2021 – Today, Capital Investment Advisors is proud to announce that managing partner and Chief Investment Strategist Wes Moss has been honored by Forbes as a 2021 Best-In-State Wealth Advisor. Moss is listed #2 among Georgia’s wealth advisors serving high net worth clients. The list can be viewed here.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Advisors considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. In total, about 32,725 advisors were considered and 3,500 (10.7% of candidates) were recognized. The full methodology Forbes developed in partnership with SHOOK Research is available here.
“I’m honored to have been selected by Forbes as one of the best-in-state wealth advisors for the state of Georgia,” said Moss. “I’m so proud of the work we do at Capital Investment Advisors to help families retire sooner and happier. It’s a privilege to help our families realize their dreams, and I’m so grateful to my team for their diligence and dedication to service.”
In addition to his work with Capital Investment Advisors, Moss is the host of Money Matters, a weekly call-in financial show on 95.5 WSB – Atlanta’s News and Talk. Moss is also the author of three books, including You Can Retire Sooner Than You Think; serves as financial columnist for The Atlanta Journal-Constitution; acts as editor of WesMoss.com; and is a frequent resource for journalists across all mediums – print, tv, radio, and online.
About Capital Investment Advisors
Capital Investment Advisors is a fee-only financial advisory and asset management firm based in Atlanta. Since 1996, CIA has provided clients with financial strategy and management tailored to the client’s individual circumstances and objectives. The firm currently manages more than $2.8 Billion in assets. For more information on Capital Investment Advisors, please visit www.YourWealth.com or call 404-531-0018.
This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance or any one client’s experience. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others.