Fee-Only Financial Advisor in Dallas, TX

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Meet Our Dallas Team

Capital Investment Advisors has grown from our Atlanta roots to serve families across the country, and our Dallas office brings that same fee-only, fiduciary approach to North Texas. Our Dallas advisors work with families throughout the Metroplex who are approaching or living in retirement and want a straightforward, coordinated plan.

 

We help Dallas-area families bring their investments, retirement income, tax strategy, and estate planning together into one integrated wealth management plan, so decisions get made with the full picture in view rather than one account at a time.

 

As a fee-only fiduciary firm, we don’t earn commissions on what we recommend. Our Dallas team is held to the same standard as the rest of CIA: acting in your best interest, always. Learn more about our approach.

Dallas Office Questions

CIA's Dallas office is located at 5495 Belt Line Road, Suite 390 Dallas, TX 75254.
No. We work with families throughout North Texas and beyond, meeting virtually or in person depending on what's most convenient for you.
Our Dallas office is staffed by CIA advisors dedicated to serving Texas families. See "Meet Our Dallas Team" above, or visit our About page to meet the full firm.
Yes. Capital Investment Advisors is a fee-only, fiduciary firm firm-wide, including our Dallas office. We don't earn commissions and are legally required to act in your best interest.

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888-531-0018

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info@yourwealth.com

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