At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm based in Atlanta that provides our clients with a full range of financial advice centered on portfolio management.
Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives. Independent Registered Investment Advisors (RIAs) are professional advisory firms that offer personalized financial advice to its clients, many of whom are affluent.
Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives. Independent Registered Investment Advisors (RIAs) are professional advisory firms that offer personalized financial advice to its clients, many of whom are affluent.
Services
You have a partner who's well-qualified to advise you on all facets of your financial life. From retirement planning and portfolio management to small business retirement and investment tax planning, you and your goals are our priority. Our financial advice focuses on retirement income planning, helping to ensure that your spending needs will be met over multiple decades, even with future inflation.
The appropriate annual amount to save, rate of return to target, investment allocation to achieve, and more. The function of cash flow in retirement in the landscape of Social Security, pensions, investment income and any other sources of income. How allocations in 401Ks and other investment correlate with your long-term plan towards retirement.
All the secrets to a happy retirement, revealed. Because retirement is just as much about finding joy as it is about having enough. At HerMoney, we love talking about your money - your investments, your savings, your money concerns, successes and questions. We dive into all of it, including how your money makes you feel.
Capital Investment Advisors is a rapidly growing, boutique registered investment advisory firm that provides investment management services for individuals and small to mid-sized companies. We provide clients with an investment strategy customized to his/her specific risk tolerance, current lifestyle, and long-term financial goals.
There's no "I" in team, and whether it's investments, estate planning, taxes, or your healthcare, when it comes to your finances, it pays to have these different financial teams working together. At Capital Investment Advisors, we've sourced partners in areas where we've found clients could use additional support.
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