ATLANTA – April 20, 2022 – Today, Capital Investment Advisors is proud to announce that managing partner and Chief Investment Strategist Wes Moss has been honored by Forbes as a 2022 Best-In-State Wealth Advisor. Moss is listed #2 among Georgia’s investment advisors. 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 a lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. While SHOOK Research is not able to provide the numbers just for Georgia-based advisors, for the US they received 34,925 nominations. Of those, 19,640 were invited by SHOOK to complete an online survey to continue to the selection process.
“It’s such an honor to be recognized by Forbes among the Best-In-State Wealth Advisors,” said Moss. “What we have created at Capital Investment Advisors is truly special. We recognize how fortunate we are to help our clients create financial plans that allow for an enjoyable today and a secure and happy tomorrow.”
In addition to his work with Capital Investment Advisors, Moss is the host of the Retire Sooner podcast and Money Matters, a weekly call-in financial show on 95.5 WSB – Atlanta’s News and Talk. Moss is also the author of four books including What the Happiest Retirees Know (McGraw Hill/2021); acts as editor of WesMoss.com; and is a frequent resource for journalists across all mediums – print, tv, radio, and online. Barron’s has named Moss one of America’s top 1,200 Financial Advisors every year since 2014.
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 $3.7 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.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Investment Advisors, LLC (“CIA”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA or any of its financial advisors by any of its clients. CIA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.