What Does Your Happy Retirement Look Like?
Our advisors find customized solutions for your purpose-driven life.
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Our Services
We navigate wealth management complexities to connect your financial life so you’re free to focus on what matters most.
Our experienced advisors work with you to personalize your investment plan designed to help you grow your wealth and help you work towards your long-term financial goals.
Our team of qualified professionals provides a comprehensive range of accounting & tax services. From individuals to families to businesses, we deliver tax-saving strategies tailored to your specific needs.
Why Work With Us?
Your Happiness is the Center of Planning
We start by understanding your happy retirement aspirations, not just your financial goals.
Collaborative
Approach
We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.
Experienced
Team
Guidance from seasoned professionals to help plan out your retirement happiness.
Long-Term Relationships
We commit to building enduring partnerships, supporting you through every stage of your life.
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Helping Happy Retirees Since 1996
team members across 4 locations
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as of december 2023
Atlanta’s 25 Largest Money Managers
per Atlanta Business Chronicle September 2023
Atlanta’s 25 Largest Financial Planning and Advisory Firms
per Atlanta Business Chronicle September 2023
Top 10 Financial Advisor Firms in Atlanta
per SmartAsset May 2023
CIA thanks these publications for the accolade. No compensation was paid to be considered for this award.
With the help of Wes Moss' books, Unlock the Secrets of a Happy Retirement!
Our Happy Retirement Stories
- Liz & David
Client Spotlight: Liz & David’s Dream Trip to Iceland
Our readers know that from time to time, we like to swing the spotlight around, off of us, so that the light can shine brightly upon our clients. Today, we need two lights—one for our clients and one for the Travel and Cruise Authority who helped them plan the trip of a lifetime.
- Barbi
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps it’s something we’ve always wanted to do but never got the chance or had the nerve.
- Ingrid
Client Spotlight: Ingrid’s Second-Act Career as a Travel Agent in Retirement
There’s a ubiquitous saying in American culture: If you can’t beat ‘em, join ‘em. Ingrid Reckard didn’t want to beat ‘em, but she certainly joined ‘em.
- Ford Bronco
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
Much of the recent financial news has been laser-focused on inflation, and rightfully so. When prices go up, quality of life doesn’t often follow. At Capital Investment Advisors, we might have up-to-the-minute analysis on the Federal Reserve’s latest rate hike, but that doesn’t mean we’re paying any less for eggs at the grocery store.
- Gary
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who get there. What could’ve been a one-off article has become a running series of spotlights because so many of our clients are out there living out their dream retirement life.
Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time. At our firm, we believe strongly in the principles we preach, but it’s up to our clients to go out there and live life to the fullest. One client, Janet, recently did just that with a visit to the Siena Cathedral located in Italy.
- Frank Pringham
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a particular person has traveled. We’ve covered a lot of territory, but today’s spotlight illuminates more hallowed ground.
- Cyndi and Chelsy
Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park
At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst that group par excellence, Cyndi and Chelsy Cross stand out.
- Pat and Paula
Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail
My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to impart to my firm’s financial clients, radio and podcast listeners, and readers. One of my rewards is hearing the stories told by the people who take this advice to the next level.
- Dickson and Gail
Client Spotlight: The Story Of How Two Happy Retirees Played At Carnegie Hall
How do you get to Carnegie Hall? I always took 7th Ave but it never got me onto the stage. Making it that far requires practice.
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN), a U.S. Department of the Treasury bureau, began requiring a sizable portion of U.S. companies to report clarifying information about the individuals who own or control the business.
It’s been six months since we launched the Happiest Retirees podcast. As the title might suggest, the mission was to find the world’s happiest retirees and ask them how they got so happy. The hope was that if we extracted the answers from the people who had them, we might be able to help others follow suit.
Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple of women’s events. We presented on “Women and Money: A Changing Landscape.”
To say that my wife Amanda loves the musical Hamilton would be an understatement. I remember how excited she was when we went to see it live at the Fabulous Fox Theatre six years ago. My favorite part, aside from seeing how enraptured Amanda was throughout the entire performance, was the first song of the second act, Thomas Jefferson’s, “What’d I Miss.”
Social Security is an absolutely crucial element of many retirement plans across the United States. Understandably, people want to know how to maximize their earnings, but wading through the dense rules and regulations can be overwhelming. I wanted to cut through the red tape and get some straight answers, so I brought in a ringer.