A complete list of active advisors currently associated with City Investment Advisors, Inc.

Warmer can help you find a great advisor at City Investment Advisors, Inc. or one who fits your needs even better.

City Investment Advisors, Inc. serves individual investors as well as trusts, estates, foundations, pension and business clients. The firm provides fee-based financial planning, investment consultation and investment supervisory services, and also offers income‑tax preparation and periodic educational workshops. The firm typically takes a long‑term Core + Satellite approach, blending passive index core holdings with selectively chosen active satellite managers and relying on fundamental analysis to evaluate securities. Many client relationships are non‑discretionary: clients retain final authority to implement recommendations, while planning work is handled on an hourly basis and supervisory arrangements are offered under asset‑based agreements. A notable aspect of the firm is its broader service mix uncommon among solo independent advisers: it provides income tax preparation, maintains affiliated businesses that include tax and mortgage services, and has personnel licensed to offer insurance products, allowing it to recommend or facilitate non‑securities solutions. The firm documents conflicts and disclosure practices and also offers occasional pro bono workshops and a military/veteran discount, reflecting a service profile that differs from more narrowly focused peers.

To learn more about the advisors currently working at City Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.