Overview

Capital Investment Advisors

Information by Research TrustFinance

https://yourwealth.com/

Founded in 1996, Capital Investment Advisors (CIA) is a fee-only Registered Investment Advisor (RIA) dedicated to providing holistic financial planning and wealth management. The firm's mission is to simplify the financial lives of its clients by acting as their "Personal CFO," coordinating all aspects of their financial well-being, from investment and risk management to estate and tax planning. They emphasize a disciplined, long-term investment philosophy and aim to build lasting relationships with clients, particularly those nearing or in retirement.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service