Financial Advisors
Atlanta, GA
Capital Investment Advisors is a wealth management and retirement planning firm serving Atlanta and the Southeast since 1996. Their experienced advisors provide personalized investment planning, retirement income strategies, and comprehensive wealth management designed around clients' life goals and values. They're recognized as one of Atlanta's 25 largest money managers and financial advisory firms, with offices across multiple locations and a focus on helping families transition into retirement with confidence.
Ideal for: Pre-retirees and retirees seeking comprehensive wealth management, families planning major life transitions, individuals wanting personalized retirement income strategies
Service area: Atlanta, Georgia and Southeast (5 office locations)
Happiness-Focused Retirement Philosophy: Their approach centers on understanding clients' retirement aspirations and life goals, not just financial metrics. They help clients envision and plan for their ideal retirement lifestyle.
Established Local Firm with Deep Roots: Operating since 1996 with multiple Southeast locations and recognition as one of Atlanta's 25 largest money managers, they bring seasoned expertise and long-term stability to client relationships.
Personalized, Collaborative Planning: Each investment plan is tailored to individual values, risk tolerance, and life circumstances, developed through close collaboration between clients and experienced advisors.
Address: 10 Glenlake Pkwy NE, Atlanta, GA 30328
Phone: (404) 531-0018
Website: yourwealth.com
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