Fee-Only Financial Advisor in Phoenix, AZ

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Meet Our Phoenix Team

Capital Investment Advisors brings our fee-only, fiduciary approach to the Valley from our Camelback Road office. Our Phoenix-area advisors work with families throughout the metro area who are approaching or living in retirement and want a clear, coordinated plan.

 

We help Phoenix-area families bring their investments, retirement income, tax strategy, and estate planning together into one integrated wealth management plan, so every decision gets made with the full picture in view.

 

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

Phoenix Office Questions

CIA's Phoenix office is located at 2141 East Camelback Road, Suite 205, Phoenix, AZ 85016.
No. We work with families throughout Arizona and beyond, meeting virtually or in person depending on what's most convenient for you.
Our Phoenix office is staffed by CIA advisors dedicated to serving Arizona families. See "Meet Our Phoenix 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 Phoenix 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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