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Atlanta Executives Employee Benefits

Welcome Atlanta Executives!

Are you leveraging your compensation package? Together we can make your benefits work harder for you.

Let’s Talk

Atlanta’s 25 Largest Money Managers

per Atlanta Business Chronicle August 2024

Atlanta’s 25 Largest Financial Planning and Advisory Firms

per Atlanta Business Chronicle August 2024

Top 10 Financial Advisor Firms in Atlanta

per SmartAsset May 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 these awards.
Please click on each ranking for important details regarding how the firm was selected and/or ranked.

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Call Us

404-531-0018

Chat with us

info@yourwealth.com

Visit us

10 Glenlake Pkwy NE, North Tower, STE 1000, Atlanta, GA

How We Can Help Atlanta Executives Like You

Financial & 401(k) Planning

Our experienced advisors will guide you through understanding and optimizing your 401(k) plans, health saving accounts and other benefits offered by your employer.

Wealth Management

By leveraging a multi-asset class approach and thorough portfolio monitoring, our advisors aim to position your savings to generate consistent monthly income in retirement.

Accounting & Tax Services

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.

How We Can Help Atlanta Executives Like You

Financial & 401(k) Planning

Our experienced advisors will guide you through understanding and optimizing your 401(k) plans, health saving accounts and other benefits offered by your employer.

Wealth Management

By leveraging a multi-asset class approach and thorough portfolio monitoring, our advisors aim to position your savings to generate consistent monthly income in retirement.

Accounting & Tax Services

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?

Why Work With Us?

Your Happiness is the Center

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 right here in Atlanta to help maximize your employee benefits.

Long-Term Relationships

We commit to building enduring partnerships, supporting you through every stage of your life.

Why Work With Us?

Your Happiness is the Center of Planning

We start by understanding your 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,
Local Team

Guidance from seasoned professionals right here in Atlanta to help maximize your employee benefits.

Long-Term
Relationships

We commit to building enduring partnerships, supporting you through every stage of your life.

Helping Families Retire Happy Since 1996

team members across 5 locations
0 +
years in
business
0
assets under
management
$ 0 B
families
served
4,300 0 +

as of June 2024

As Featured In

Helping Happy Retirees Since 1996

Schedule Now

Our Happy Retirement Stories

Client Spotlight: A New Chapter of Service for These Happy Retirees

Read More

Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.

When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to visit them all came on a whim, and they said, “Why not?” The freedom to make that choice is one of the benefits of a happy and financially secure retirement.
Read More
  • 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.
Read More
  • 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.
Read More
  • 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.
Read More
  • 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.
Read More
  • 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.
Read More

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.
Read More
  • 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.
Read More
  • 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.
Read More

Our Happy Retirement Stories

Client Spotlight: A New Chapter of Service for These Happy Retirees

Read More

Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.

When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to visit them all came on a whim, and they said, “Why not?” The freedom to make that choice is one of the benefits of a happy and financially secure retirement.
Read More
  • 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.
Read More
  • 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.
Read More
  • 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.
Read More
  • 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.
Read More
  • 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.
Read More

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.
Read More
  • 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.
Read More
  • 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.
Read More