Company intelligence
Capital Investment Advisors
Helping Families Find Happiness in Retirement | Retirement Planning | Income-Oriented Investment Portfolios
About Capital Investment Advisors
At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm with offices throughout the United States that provide 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. Our firm's mission is to help families find happiness in retirement; this includes the clients we serve, the professionals we partner with, and the employees who come into CIA every day to fulfill this mission. BEWARE OF SCAMS. You will never be contacted by any of our members through social media, such as Facebook, WhatsApp, Instagram, etc., for free tutoring or academic advising regarding investment strategies. Please ensure you are communicating with us through official channels. If you would like to work with us, please contact us through this link https://www.yourwealth.com/contact/schedule-appointment/. Emails that our advisors use come from the email domain yourwealth.com. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/
Verified activity
Signals from Capital Investment Advisors
3 published signals
Research & Knowledge
Capital Investment Advisors published the 2025 Money and Happiness in America survey of more than 1,200 adults age 50 and older across all 50 states, finding that respondents who reported greater retirement satisfaction also reported patterns involving financial clarity, several relationships, purposeful activities, documented planning, and quality sleep.
Reported by Capital Investment Advisors
Research & Knowledge
Capital Investment Advisors launched the newest book The Retire Sooner Method by Wes Moss.
Reported by Matt Reiner, CFA, CFP®
Products & Services
Capital Investment Advisors released The Retire Sooner Method, a book that grew out of research and conversations with retirees.
Reported by Wes Moss