On September 8th, 2023, Atlanta Business Chronicle ranked Capital Investment Advisors #14 on their Atlanta’s 25 Largest Money Managers list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2023 Atlanta’s 25 Largest Money Managers list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in the city […]
On September 8th, 2023, Atlanta Business Chronicle ranked Capital Investment Advisors #17 on their Atlanta’s 25 Largest Financial Planning & Advisory Firms list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2023 Atlanta’s 25 Largest Financial Planning & Advisory Firms list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money […]
Wes Moss Featured in WebMD
Recently Wes Moss was featured in the WebMD article “Beyond Finances: Other Types of Retirement Planning” where he shared his insights on building a retirement fund. In planning for retirement, you may have contributed to a 401(k), met with financial planners, and created a budget to make sure you could afford to leave the workforce. But […]
Wes Moss Featured in AARP
Recently Wes Moss was featured in the AARP article “Why More Retirees Are Going Back to Work” where he shared his insights on how working will affect Social Security, Medicare and pension benefits. After Ray Hurtado of Haverford, Pennsylvania, retired eight years ago from his job at a health care company, he began thinking about […]
Capital Investment Advisors, a $4+ Billion Atlanta-based Registered Investment Advisor (RIA), Acquires Established Atlanta Accounting Firm
ATLANTA – June 27, 2023 – Today, Capital Investment Advisors, LLC (CIA) announces its acquisition of Capital Accounting & Tax, LLC (CAT), a full-service accounting and tax services firm in Atlanta, Georgia. The firm, which opened in 2009, offers a myriad of tax and accounting services that will complement the investment and financial planning services […]
Wes Moss Featured in U.S. News and World Report
Wes Moss was recently featured in the U.S. News and World Report article “8 Biggest Myths About Early Retirement” where he shared his insights on financial worries and the “Gray Zone.” Even in a chaotic economic environment, Americans of a certain age want to retire early. It’s a tempting siren call for hard-working people who’ve been […]
Wes Moss featured in Reader’s Digest
Recently Wes Moss was featured in the Reader’s Digest article “What Is Passive Income—and How Can You Earn This Easy Money Now” where he shared his insights on high-yield savings. Gone are the days when making money required punching a clock. These days, it’s the dream to pull in cash while you sleep, or take […]
Capital Investment Advisors Hires Holly Wasson as Chief Marketing Officer
ATLANTA – May 4, 2023 – Today, Capital Investment Advisors is proud to announce that they have hired Atlanta-native and seasoned marketing pro Holly Wasson as Chief Marketing Officer. As CMO, Wasson will lead the Capital Investment Advisors marketing team, driving brand awareness through marketing and communications campaigns and engaging content to help prospective clients […]
Wes Moss Featured on The Stacking Benjamins Show
Recently Wes Moss was featured on The Stacking Benjamins Show in a roundtable discussion. The roundtable featured Wes, writer Paulette Perhach, Joe Saul-Sehy, Neighbor Doug, and Stacking Benjamins in-house CFP, OG as they discussed how recent college graduates can best get a head start on adulting. You can find the episode wherever you listen to […]
Wes Moss ‘What Makes A Happy Retiree’ Interview On TRSGA’s ‘Your Retirement In Focus’ Podcast
The Retirement System of Georgia podcast host, Everett Crockett talks to Wes Moss, a seasoned financial professional, best-selling author, podcaster, and teacher. Wes discusses the top 3 financial habits of the happiest retirees and much more! How do events such as marriage, divorce, kids, location, hobbies, and income streams impact your happiness? Capital Investment Advisors’ […]
