Family firm.

A second-generation Colorado owned and operated firm founded in 1986.

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Advanced Financial

We make it simple to achieve your real-life financial goals.

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Experienced Financial Advisors.

Our team has decades of experience navigating life’s most important decisions.

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A&I Wealth Management: Your Certified Financial Planners

Our Financial Services

35+ yrs of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, tax planning and more in Denver Colorado.

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Tax planning

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Couple on yacht

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable Planning

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Life Planning

College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.

Our Little Story

About Us

Clients have counted on A & I Financial Services to navigate financial decisions for over 35 years. We are a second-generation, Colorado-owned and operated firm. As independent Financial Advisors, we are able to select the financial partners, products and service providers that will best position our clients for success. We serve a small number of successful families and business owners in Colorado: Denver, Englewood, Greenwood Village, Littleton, Lone Tree and Centennial.

Did you know that

Our Extended Family of Clients

We treat our clients like members of the family. They include
Family stewards
Non-traditional families
Children caring for multiple generations
Families in transition
Widows and widowers
Physicians/ Specialty Doctors
Lawyers/ Law Firm Owners

We are experts for Business Owners

We understand the challenges faced by executives and business owners.

  • Concentrated wealth strategies
  • How to protect and grow my wealth
  • How to go tax free
  • Employee and family dynamics
  • Asset protection
  • Coordinating a team of experts

People We Serve

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    Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
  • Business Owners and Executives

    Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly.
  • Life Transitions

    We understand life transitions often come hand-in-hand with a sudden change in finances.
  • Women's Wealth Wellness

    Women’s Wealth and Wellness

    Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.

When you align your money with your values, goals, and relationships, you make an indelible impact on the world.

Karl FrankCFP®

Speak with a Denver financial advisor for help with:

  • Exiting your business
  • Retirement Income Planning
  • Investment Planning
  • Tax Optimization & Planning
  • Insurance Needs & Risk Management
  • Estate Planning
  • Long Term Care Planning

& More

    Upcoming Events

    March 2024
    April 2024
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    Financial Advice Podcasts

    Listen to Podcast from Financial, tax & Investments experts

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    Retirement Planning Services

    Our financial advisors can meet with you at our Lone Tree office or any location in the greater Denver area including Greenwood Village, Littleton, Centennial or Englewood.

    Denver | Englewood | Greenwood Village | Littleton | Lone Tree | Centennial