We are proud to share that Capital Investment Advisors has been ranked #14 on Atlanta Business Chronicle's 25 Largest Financial Planning Advisory Firms list for 2024! Thank you to our incredible team and clients for making this achievement possible. We look forward to continuing our journey together! #CapitalInvestmentAdvisors #FinancialPlanning #AtlantaBusinessChronicle #TopFirms https://hubs.ly/Q02PdQd20
Capital Investment Advisors
Financial Services
Atlanta, Georgia 4,466 followers
Helping Families Find Happiness in Retirement | Retirement Planning | Income-Oriented Investment Portfolios
About us
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/
- Website
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http://www.yourwealth.com
External link for Capital Investment Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Services, Investing, Wealth Management, Financial Planning, Income Investing, Registered Investment Advisors, Certified Financial Planners, and Chartered Financial Analysts
Locations
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Primary
10 Glenlake Pkwy
North Tower, Suite 1000
Atlanta, Georgia 30328, US
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2502 N Rocky Point Dr
Suite 675
Tampa, Florida 33607, US
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116 Inverness Drive East
Suite 204
Englewood, CO 80112, US
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2415 E Camelback Rd
Suite 700
Phoenix, Arizona 85016, US
Employees at Capital Investment Advisors
Updates
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🎃 Market Moves, election predictions, and spooky season! While we don’t know who the winner will be next Tuesday, we can look at market performance as a predictor for which party might win. Subscribe for weekly updates from our team, retirement stories, the latest podcast episodes from the Retire Sooner Team, and more.
Market Moves & Election Predictions: What to Watch This Week
Capital Investment Advisors on LinkedIn
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🌟 Honored to feature Jerri Williams on the latest episode of "Happiest Retirees with Ryan Doolittle"! 🌟 Jerri Williams, an accomplished former FBI agent, TV advisor, author, and podcast host, shares her inspiring journey through retirement and beyond. From combating financial crimes to writing bestsellers, and prioritizing family, Jerri's story is a testament to finding joy and fulfillment in life's later chapters. 🎙️ Key Takeaways: Reinvent and Keep Engaging: Post-retirement, Jerri transitioned smoothly from law enforcement to media, proving it's never too late to pursue passion projects like writing novels and hosting a podcast. Prioritize What Matters: Despite a demanding career, Jerri emphasizes cherishing family moments, highlighting her move to Raleigh to be closer to her grandchildren and the fulfillment that comes from balancing family and professional life. Embrace Your Retirement: Define retirement on your own terms. For Jerri, it's about doing what you want, when you want, and living each day without an alarm clock. Tune in to our conversation to be inspired by Jerri's story of resilience, passion, and the joy of a purpose-driven retirement. 🎧✨ #RetirementGoals #Inspiration #WorkLifeBalance #Podcast #FBI #HappiestRetirees https://hubs.ly/Q02WnwJm0
#31 - The Federal Bureau of Happy Retirements with Jerri Williams
https://www.yourwealth.com
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🎃 Spooky season at Capital Investment Advisors! 🎃 Our team went all out with creativity and costumes for Halloween this year! From ghoulish getups to clever characters, we’ve got some serious competition for our annual costume contest. Who do you think will win the title of Best Dressed? Let the voting begin! 🕸️👻 #Halloween2024 #TeamSpirit #CapitalInvestmentAdvisors
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🎙️ New Episode Alert! Check out our latest "Money Matters" podcast episode! 🚀 Hosts Wes Moss and Jeff Lloyd dive into financial insights, from mortgage rates to job market trends and everything in between. In this episode, we cover: 🏠 Mortgage Rates and the Housing Market: - Current high mortgage rates are stalling home sales. 👻 Halloween Celebration Stats: - Two-thirds of Americans are gearing up to hand out candy. - A special segment with Wes sharing delightful pumpkin carving stories with his kids! 📈 Job Market and Unemployment: - U.S. unemployment stands at 4.1% with a shift towards an employee advantage. - Massive increase in remote work post-COVID, with stabilization at 30% of the workforce. 📉 Stock Market & Election Insights: - Historical election forecasting methods and their accuracy. Don't miss out! Tune in to get the latest info. 🎧💼 #MoneyMattersPodcast #HousingMarket #JobMarket #RemoteWork #FinancialAdvice #Halloween #PodcastEpisode https://hubs.ly/Q02W9YZ-0
#43 - Halloween And Housing Economics, Election Outcomes, And The Harvest Business Review’s Article About Retirement
https://www.yourwealth.com
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Last week, CIA proudly upheld our tradition of supporting the Furniture Bank of Metro Atlanta at their annual Race for Rest 5K, presented by Monday Night Brewing. With a record turnout from our team and the broader community, it was an inspiring day for all involved. 100% of the race proceeds will help the Furniture Bank fulfill its mission of ensuring that every individual and family has the furniture needed to create a safe, supportive, and healthy home!
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We are less than two weeks away from the U.S. presidential election. While the election is still close to a coin flip in terms of who wins, we remain steadfast in our belief that historically speaking, the market has performed well regardless of the balance of power in Washington, D.C.
U.S. Economy Shows Resilience Amid Strong Retail Sales and Jobless Claims Decline, as Earnings Season Unfolds
Capital Investment Advisors on LinkedIn
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Recently, the CIA Bowling Team hit the lanes at RBC's Annual Bowling Benefit for Kate's Club—a community supporting children, teens, young adults, and their families who have experienced the loss of a loved one. Last year, Team CIA made an impressive showing, securing second place overall. Special recognition goes to Remington Hasty, who was the top female bowler! This year, Investment Advisor Kristin Curcio brought home the championship belt for CIA. For those keeping track, CIA has claimed the women’s championship belt for three consecutive years, and we’re excited to go for it again next year!
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In the latest episode of Retire Sooner with Wes Moss, we take a deep dive into why Wes is betting on the U.S. for a prosperous future. - Demographic Strength & Economic Sustainability: The U.S. population is set to grow to over 400 million by 2060, while countries like Japan and China face declines. This demographic advantage paves the way for sustained economic growth and innovation. - Energy Independence & Natural Resources: As the largest oil and natural gas producer, the U.S. enjoys the economic benefits of energy independence. Coupled with vast agricultural resources, this positions the U.S. as a global powerhouse. - Education & Innovation: With 58 of the world's top 100 universities and a leading role in technological advancements, the U.S. continues to drive global innovation, making it a strong contender for future economic prosperity. 🎧 Tune in to hear more about why Wes Moss thinks the uplifting signs of The Army of American Productivity are evident. #RetireSooner #EconomicStrength #Innovation #FutureOfAmerica #RetirementPlanning #WesMoss
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CIA takes on Wall Street! Exciting times for our team! 📈 A few weeks ago, Investment Analyst Camden Anderson and Investment Advisor Miller Majors, CPA, CFP® visited the iconic Wall Street in New York City.