Our Promise to You

We care about making your dreams a reality.

Capital Investment Advisers LLC is an independent financial services firm. This means that unlike advisors at many large investment services firms, we do not sell proprietary investment products or have sales quotas. This allows us to keep the client first in everything we do and focus on planning, not investment sales.

Adaptability is key in today's ever-changing economy, so we value independent financial research and analysis as essential and consider it a critical component of our process and commitment to our clients. We will do what we feel is right for our client's goals and desires despite any outdated financial traditions and/or practices that aren't applicable to today's circumstances. We will receive what each client brings to our business with humility, responsibility, and joy. Our desire is to do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing your dreams.

We believe that our relationships with clients are the measure of our mutual success. We see ourselves as both educators and coaches as well as financial stewards. Our goal is to help clients have a fruitful and flourishing relationship to their financial goals and responsibilities. We realize this is a journey, and one that we are honored to be on with our clients!

In the financial services industry, the process of defining and setting goals has been relegated to a very small blueprint: full retirement, saving for college, and investing to buy property are the standard and effectively default options. We see the possibility for clients to have goals that are more flexible and tailored to their specific interests. For some individuals, the aforementioned default goals offer a solid framework to work within. For others, their personal goals are less structured and more fluid. There are those who want to continue working indefinitely; there are those who may want to take a work hiatus or sabbatical for a period of time, and then continue their career. Then there are those who may decide at age 50 to leave their job and charter a yacht in the Caribbean. Our commitment is to offer an unencumbered view of what goals may be, and not to allow the status quo, societal norms, or institutional limitations obstruct anyone from pursuing their dreams!