Meet Matt Reiner
About Matt Reiner
Matt Reiner, The FutureProof Advisor, is a visionary leader and innovator in the financial advisory space, dedicated to shaping the future of wealth management. As the Managing Partner of Capital Investment Advisors and CEO and Co-Founder of Wela Strategies, Matt has leveraged his over 15 years of industry experience to transform how hundreds of financial advisors serve their clients and grow their businesses.
His expertise has been featured in The Wall Street Journal, InvestmentNews, Business Insider, and WealthManagement.com. Matt is a multi-bestselling author, speaker, and host of the FutureProof Advisor Podcast. He’s been named one of InvestmentNews 40 under 40 in 2021. Under his leadership, Capital Investment Advisors achieved top 1% growth organically, expanding from $800M at the peak of the 2008 crash to $8.1B AUM (as of December 2025), with five offices across major U.S. cities. Matt is passionate about empowering financial advisors to build firms that scale rapidly, grow exponentially, and deliver unique, personalized client experiences daily—making a lasting impact on their clients and the industry at large.
From Stuck to Scalable: My Journey
As Managing Partner at Capital Investment Advisors and Co-Founder of Wela Strategies, I’ve played a key role in growing our firm’s AUM from $800 million to over $8.1 billion (as of December 2025). I’ve experienced first hand what works—and what holds firms back.
The FutureProof Advisor Method
A Smarter Way to Scale
The secret to long-term success in wealth management isn’t in working harder—it’s in creating clarity, systems, and intentionality that drive scalable growth.
The FutureProof Advisor Method helps advisors:
- Eliminate inefficiencies so you can focus on relationships, not admin work
- Develop a scalable, repeatable growth strategy that actually works
- Gain confidence in decision-making so you stop second-guessing and start executing
- Build a firm that serves you, your team, and your clients without the burnout
I refuse to let great advisors stay stuck because the industry is slow to evolve.
Featured In
Author and Podcast Host
Beyond my firms, I’ve authored two Amazon bestsellers, Dr. Cole Ca$h Will See You Now and Ready to Be Rich, helping advisors understand the future of financial services and redefine their role in it.
The Future of Your Firm Starts Now
Advisors who thrive in the next decade will be the ones who take action today. The ones who aren’t waiting for the industry to evolve—they’re driving the evolution.
This is your moment.
You can keep doing things the way they’ve always been done, hoping it gets easier—or you can step into the future of wealth management with clarity, confidence, and a proven roadmap for growth.
I built The FutureProof Advisor for advisors like you. If you’re ready to take control of your growth, let’s start the conversation.
*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Investment Advisors, LLC (“CIA”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA or any of its financial advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Therefore, individuals who did not submit an application for consideration were excluded and may be equally qualified. Rankings are generally limited to participating advisors. Neither Matt nor CIA paid a fee to be considered for any ranking or recognition, nor do they pay a fee to use a ranking or recognition. However, Matt or CIA may purchase plaques or article reprints from the ranking publication/service to publicize rankings after the ranking has been announced.
To compile the InvestmentNews 40 under 40 list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified before they could be accepted. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth. The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2021 40 under 40 list.