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Senior couple smiling at phone, Securing your future wealth management.

We provide personalized financial advice, no matter where you are in life or how complex your financial needs may be.

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We start by getting to know you and your long-term investment goals.  Then we determine the financial roadmap and tax strategies that will navigate you towards the future you want. From building a nest egg or saving for college to estate planning, we take a diversified and tailored approach to financial management.  

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We are thrilled to welcome Timothy A. Ginn, CFP®, CPA*, to the MBIA Capital Advisors team as our new Senior Financial Advisor. With over 27 years of experience in comprehensive financial planning and investment advisory, Tim brings a wealth of knowledge and expertise to our clients. From executives and affluent families to physicians and closely-held business owners, Tim has built a reputation for delivering thoughtful and personalized financial guidance.

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MEET TIM

Financial Insights by MBIA Capital Advisors

Complimentary Financial Review

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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