Capital Investment Advisors

Capital Investment Advisors is a financial planner in Atlanta, GA, located at 10 Glenlake Pkwy NE. The firm is a family-owned, fee-only SEC-registered investment advisory practice that has helped families plan for retirement since 1996. It builds personalized income and wealth management strategies for individuals and families at every stage of their financial journey and across every level of wealth. The firm offers customized income portfolios, retirement planning, tax strategy, estate planning, and risk management as part of a coordinated approach. It serves clients in Atlanta, Tampa, Denver, Phoenix, and Dallas. The business holds a 4.60 rating based on customer reviews.

The firm’s approach integrates investment management, retirement income planning, tax strategy, and estate planning into one cohesive strategy rather than treating each area separately. It focuses on how every financial decision works together to support long-term well-being, aligning investments and tax strategies to help clients feel more confident about their financial future. The team consists of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, investment veterans, analysts, and tax counselors. The firm emphasizes honesty, transparency, and a fiduciary commitment to put each family's interests first.

Capital Investment Advisors was founded by Mike Reiner, who established the firm in 1996 with its first office in Sandy Springs. Wes Moss, Mitch Reiner, and Matt Reiner later joined as Managing Partners, broadening the firm's leadership. The firm has since opened additional offices in Tampa, Denver, Phoenix, and Dallas. It is recognized for its work in helping families retire happy, with Wes Moss serving as Chief Investment Strategist and Managing Partner. He is a frequent resource for news outlets and has been named by Barron’s as one of America’s top 1,200 Financial Advisors each year since 2014.

The firm’s standing is marked by a positive rating from the customers who have reviewed it. This reputation reflects the firm's long history of serving families and its commitment to providing clear, jargon-free guidance. The firm has been listed on the Atlanta Business Chronicle’s Metro Atlanta’s Largest Employers List and recognized by Barron’s as a Top 100 RIA Firm.

Capital Investment Advisors combines decades of experience with a personalized, fiduciary approach to help Atlanta families navigate their financial futures with confidence and clarity.

The firm sits on Glenlake Parkway Northeast, just over a tenth of a mile from Turner McDonald Parkway and Marsh Creek. It is also within walking distance of the North Springs train station and Abernathy Road Northeast.

BizScoreAI gave Capital Investment Advisors a perfect 100 out of 100 for Content Quality, meaning its website clearly answers customer questions and provides details that AI assistants can quote directly. The business earned a strong 89 out of 100 for Technical score, ensuring its site is secure and readable for search engines without errors. Additionally, the firm ranks number 1 of 18 Financial planner businesses that BizScoreAI has scored in Atlanta.

Services:

• Collaborative Financial Solutions
• Long-Term Relationship Building
• Personalized Investment Plans
• Retirement Planning
• Wealth Management