Capital Investment Advisors brings our fee-only, fiduciary approach to the Tampa Bay area from our Rocky Point office. Our Tampa-area advisors work with families throughout the region who are approaching or living in retirement and want a clear, coordinated plan for their money.

We help Tampa-area families bring their investments, retirement income, tax strategy, and estate planning together into one integrated wealth management plan, built around their life rather than a one-size-fits-all approach.

CIA is a family-owned, fee-only fiduciary firm. We don’t earn commissions, so the guidance from our Tampa team is built around what’s right for your family. Learn more about our approach.