Plan for the retirement you've worked for, with advisors who are committed to your best interest.
- Customized income portfolios designed to help support consistent monthly cash flow in retirement
- Integrated planning across investments, taxes, Social Security, estate, and charitable giving
- A dedicated advisor who knows your family, supported by an in-house CPA and Estate Planning specialist
- Fee-only fiduciary advice: compensated solely by our clients, not by commissions or product sponsors
Our families come to us for one reason: to seek greater confidence in their plan and live well in retirement.
Dependable monthly cash flow
Customized multi-asset class portfolios built to generate income from dividends, bonds, real assets, and alternatives, not just market growth.
One team, every decision
Your advisor coordinates with our in-house CPA and specialists in estate planning, charitable, and insurance planning, to help ensure nothing falls through the cracks.
Fee-only, family-owned
Our work is paid for by you, never by commissions or product sponsors. As fiduciaries, we are legally obligated to act in your best interest.
Built on research
Our planning is grounded in our research showcased in Wes Moss's books: the Rich Ratio, Core Pursuits, and what truly separates the happiest retirees.
What makes Capital Investment Advisors different?
For nearly 30 years, our north star has been a simple mission: to help families find happiness in retirement. We were founded on the belief that a great retirement is built on more than market returns. It is built on consistent income, careful tax planning, a clear estate plan, and a life filled with the people and pursuits that matter most.
About Capital Investment Advisors (CIA)
Founded in 1996 and headquartered in Atlanta, Capital Investment Advisors is a fee-only wealth management firm serving families approaching or living in retirement. We currently manage over $8 billion for more than 6,000 clients across our offices in Atlanta, Tampa, Denver, Phoenix, and Dallas*. Our team includes financial advisors, an in-house CPA, and a dedicated estate planning specialist, all working together to support the families we serve.
*As of 12/31/2025, Capital Investment Advisors, LLC is an SEC registered investment adviser. Registration does not imply any level of skill or training. Tax services may be provided separately from CIA's investment management and planning services.
Why do families across the country trust CIA, and why should you?
When you become a client, you get a dedicated advisor who takes the time to understand your family, your goals, and what gives your life meaning. From investments and Social Security to taxes, estate planning, and charitable giving, we coordinate the moving parts so you can stop managing your wealth and start enjoying what it makes possible.
Our promise is simple: we work for you, not a parent company or product sponsor. As a fee-only fiduciary, your interests are placed first every single day.
