Your Happiness is the Center of Planning
At Capital Investment Advisors, we are more than just a wealth management company - we're a partner in helping you achieve your financial goals. With a team of experienced advisors and a history of integrity and excellence, we're dedicated to empowering you to make informed financial decisions that align with your values, risk tolerance, and aspirations.
Our Story
Founded in 1996, Capital Investment Advisors has grown to become one of the largest and most respected financial planning and advisory firms in Atlanta. Our team of professionals is committed to providing personalized service and tailored solutions to help you achieve your financial goals. By focusing on long-term relationships, we've built a reputation for integrity, trust, and unparalleled customer service.
Our Services
At Capital Investment Advisors, we offer a comprehensive range of services designed to help you navigate the complexities of wealth management. Our expert advisors work closely with you to develop customized plans that align with your values and goals, using a collaborative approach that prioritizes your happiness and well-being.
Wealth Management
Our experienced advisors provide personalized investment plans tailored to your unique financial situation and goals. We'll work with you to:
- Develop a comprehensive financial plan that aligns with your retirement aspirations
- Create a customized investment portfolio designed to grow, preserve, and protect your wealth
- Monitor and adjust your portfolio as market conditions change
Accounting & Tax Services
Our team of qualified professionals offers comprehensive accounting and tax services for individuals, families, and businesses. We'll work with you to:
- Prepare accurate and compliant tax returns
- Develop tax-saving strategies tailored to your specific needs
- Ensure your accounting and regulatory compliance
Why Choose Us
At Capital Investment Advisors, we're committed to putting your needs first. We're a fiduciary, and our advisors work solely in your best interest. We believe in empowering you with the knowledge and tools you need to make informed financial decisions. Our collaborative approach, combined with our expertise and personalized service, sets us apart from other financial planning firms.
Industry Recognitions
We're proud to have received numerous industry recognitions and accolades, including being named one of Atlanta's 25 largest money managers, financial planning firms, and top 10 financial advisor firms. We're honored to have received these recognitions and credit them to our commitment to excellence and our clients' success.
Get Started
Ready to take the first step towards achieving your financial goals? Our team of experienced advisors is here to help. Let us guide you towards a happier, more prosperous retirement.
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