Our Philosophy

Sowing your seeds of tomorrow...

Our financial planning process here at Capital Investment Advisers LLC is based on a client-first philosophy. This simply means that understanding you, your dreams, and your current financial situation is vital to successful planning. No client is alike, which is why “one-size-fits-all” plans do not work. 

We are passionate advocates for prudent financial planning as a way to pursue life dreams. We work every day to help our clients increase their wealth, improve their finances, and get closer to making their dreams reality. Seeing clients as an extension of ourselves, we value their opinions and comfortability and acknowledge that their success is our success. It is our belief that the biggest risk investors face today is the risk of not attaining their retirement goals, not market volatility or inflation for example. This is the risk that we seek to minimize above all else.

We also believe in educating our clients, since we have found that informed clients are able to make prudent everyday decisions that get them closer to their goals.

Exceptional client service is one of our core principles and fundamental to our goal of developing lifelong client relationships. We uphold our commitment to service by keeping clients informed, being available for questions, and holding frequent educational events.