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Capital Investment AdvisorsPhoenix Office
Fee-Only Fiduciary · Since 1996
PHOENIX OFFICE · CAPITAL INVESTMENT ADVISORS ·
For families in the Phoenix area
with $500,000 or more saved

Retiring in the Valley? Your Roadmap Starts on Camelback Road.

A fee-only fiduciary firm since 1996, right here on Camelback Road. Start with a free 30 minute intro call.

  • Free first call, no obligation
  • In person, by video, or by phone
  • No statements needed
Question 1 of 3 · 60 seconds

First, what's your age bracket?

Free · Confidential · No obligation

Your Phoenix office

A fee-only fiduciary firm since 1996, right up the street.

PhoenixScottsdaleParadise ValleyArcadiaTempeMesaChandlerGilbertGlendalePeoriaSun City
Map showing the Phoenix office at 2141 East Camelback Road© OpenStreetMap contributors
Capital Investment Advisors · Phoenix2141 East Camelback Road, Suite 205
Phoenix, AZ 85016
Meetings by appointment · Get directions
How it works

Three steps, starting with a 30 minute call.

1

Book your free intro call

30 minutes with a member of our team, so they can understand your situation. No obligation.

2

Meet a fee-only fiduciary advisor from our Phoenix office

In person, by video, or by phone.

3

Get your Retirement Income Roadmap

Built around your timeline, your taxes and your goals.

RETIREMENT INCOME ROADMAP Prepared for your household · Phoenix office INCOME TIMELINE SavingsSocial Security 6065707580859095 WITHDRAWAL ORDER TaxableTax deferredTax free TAX SEQUENCE SAMPLE
Sample layout, for illustration only. Your Roadmap is built around your own numbers, after you meet with your advisor.
Your Retirement Income Roadmap

Questions worth asking before you retire in the Valley.

  • How do Arizona's state tax rules fit into the order I draw from my accounts?
  • Should I claim Social Security now, at full retirement age, or wait?
  • I moved here from another state. What changes for my retirement plan?

The kind of questions a Retirement Income Roadmap is built to help address. Book your intro call

Capital Investment Advisors, by the numbers
$9 Billionin client assets under management
30 Yearsof fee-only fiduciary advice
6,100+families served since 1996

Firm-wide figures, as of June 4, 2026

Answers before you book.

Where is the Phoenix office?

2141 East Camelback Road, Suite 205, Phoenix, AZ 85016. Meetings are by appointment, and you can also meet by video or by phone if that is easier.

Who will I talk to first?

Your first call is a 30 minute conversation with a member of our team. They will learn about your situation and, if it makes sense, connect you with a fee-only fiduciary advisor from our Phoenix office.

What does "fiduciary" actually mean?

A fiduciary is legally required to act in your best interest when providing investment advice, not just recommend something suitable, but put your interests ahead of their own.

Will I be pressured to buy something or move my money?

Your first call is simply a conversation to understand your situation. There's no obligation to do anything afterward and no pressure to move accounts. If it's not a fit, that's completely fine. You may still walk away with a better understanding of where you stand.

Fee-only fiduciary advice, on Camelback Road.

Start with a free 30 minute intro call.

Book My Intro Call