expertise
Retirement Planning, Financial Planning, Investing
currently
Chief Investment Strategist at Capital Investment Advisors; radio show host; columnist
education
University of North Carolina at Chapel Hill

Highlights

  • Named one of America’s top 1,200 financial advisors by Barron's each year since 2014
  • Chief investment strategist and managing partner at Capital Investment Advisors
  • Host of Money Matters, a call-in investment and personal finance radio show in Atlanta

Experience

Wes Moss is a Certified Financial Planner (CFP) and chief investment strategist and partner at Capital Investment Advisors. He was named one of America's top 1,200 financial advisors by Barron's every year from 2014 to 2021.  

He's served as a financial expert for CNN, CNBC, and Fox Business and has written about investing, retirement, and financial planning for The Balance.

Wes is the author of "You Can Retire Sooner Than You Think," "Starting From Scratch," and "Make More, Worry Less." He also hosts "Money Matters," a financial talk radio show based in Atlanta, and is a weekly guest columnist for the Atlanta Journal-Constitution's website.

Education

Wes Moss has a bachelor's degree in economics from the University of North Carolina at Chapel Hill.