Capital Investors Advisory Corp.

Shape Your Financial Future

Financial advisor in Dublin, OH (show on map)

Independent, professional financial advisory services for individuals and businesses.

About

With over 45 years of experience, Capital Investors Advisory Corporation provides independent, professional financial advisory services, including investment management, financial advisory, and retirement plan solutions. The firm emphasizes honesty, enthusiasm, approachability, resilience, and thoroughness in crafting tailored financial strategies for clients' unique needs and goals.

Independent, fee-based Registered Investment Advisor

Over 45 years of industry experience

Comprehensive suite of financial advisory services

Fiduciary duty compliance for retirement plans

Services

Investment Management

Comprehensive, full-service investment management with design, implementation, and monitoring for diversified portfolios.

Rigorous four-step process Asset allocation analysis Implementation with institutional money managers Continuous monitoring and reporting

Financial Advisory

A complete suite of financial advisory services for holistic, integrated client experiences.

Investment strategy guidance Retirement planning Estate planning Philanthropic planning Educational planning Trust management Tax planning

Retirement Plans

Professional services to ease the burden on plan sponsors for efficient and compliant retirement plans.

Compliance advice Plan management Participation enhancement

Credentials & Certifications

CFP®

Since 1971

CPFA

Since 1971

Frequently Asked Questions

How do you determine the best path forward to shape my financial future? +

Our comprehensive investment planning methodology utilizes a rigorous four-step process.

How do I implement a comprehensive strategy to continue to improve my financial health? +

We design and implement investment plans based on our client’s unique goals, offering guidance on a wide range of financial and wealth management issues.

As a small business owner and retirement plan sponsor, am I fulfilling my fiduciary requirements? Are my plan investment options reasonable? +

Our retirement plan advisory services ease the burden on the plan sponsor, providing dedicated support and insight across compliance, management, and participation areas.