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Financial Advisors Englewood - Trusted Financial Planners & Wealth Managers Near Me in Englewood, CO Since 1986

your wealth

We provide wealth management, financial planning and investment advice.

Grow and protect

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and your values

Our wealth managers build custom portfolios based on your unique values, goals and relationships.

Align your investments

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Go tax free

We provide advanced financial planning to give you choice and control over taxes, debt and investments.

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Join us for an event

We educate and empower our clients and community to achieve financial success.

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Colorado-owned,
Family firm.

Since 1986, we have served a small number of successful families, business owners and individuals.

Advanced
Financial Planning.

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

Down-to-earth,
Experienced Financial Advisors.

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

Services We Provide

Covered in these areas

Investment Advice

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

Financial Planning

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

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

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 30 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 Englewood Colorado, Greenwood Village CO & the Denver metropolitan area.

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
Grandparents
Children caring for multiple generations
Families in transition
Widows and widowers

Read Our Story

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

Read Our Story

People We Serve

View All Works

Families
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.
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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.
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Life Transitions
We understand life transitions often come hand-in-hand with a sudden change in finances.
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Women’s Wealth and Wellness
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
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“

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

Karl FrankCFP®

Recent News

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Upcoming Events

July 2021

Jul 20 2021

Risk Management

August 2021

Aug 19 2021

Educating Your Kids about Finance

Zoom

September 2021

Sep 16 2021

Estate Planning 101: What Happens When You’re Not Here

Zoom

October 2021

Oct 06 2021

College Funding

Zoom

November 2021

Nov 04 2021

More Events

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Financial Advisors Englewood - Trusted Financial Planners & Wealth Managers Near Me in Englewood, CO Since 1986

Colorado-owned,
Family firm.

Advanced
Financial Planning.

Down-to-earth,
Experienced Financial Advisors.

Services We Provide

Investment Advice

Financial Planning

Retirement Income Planning

Concentrated Wealth

Charitable Planning

Life Planning

About Us

Our Extended Family of Clients

We are experts for Business Owners

People We Serve

Families

Business Owners and Executives

Life Transitions

Women’s Wealth and Wellness

Recent News

What do Biden’s Proposed Tax Increases Mean for Your Investments?

How do I make a successful leap to retirement?

How Will Inflation Affect My Investments?

ESG Investing: How to Invest in Alignment with Your Values

How Much Should I Have in the Stock Market?

Upcoming Events

Risk Management

Educating Your Kids about Finance

Estate Planning 101: What Happens When You’re Not Here

College Funding

Long-Term Care Insurance

Tax Tips

Holiday Open House

Request a call

Financial Advisors Englewood - Trusted Financial Planners & Wealth Managers Near Me in Englewood, CO Since 1986

Colorado-owned, Family firm.

Advanced Financial Planning.

Down-to-earth, Experienced Financial Advisors.

Services We Provide

Investment Advice

Financial Planning

Retirement Income Planning

Concentrated Wealth

Charitable Planning

Life Planning

About Us

Our Extended Family of Clients

We are experts for Business Owners

People We Serve

Recent News

Upcoming Events

Request a call

Colorado-owned,
Family firm.

Advanced
Financial Planning.

Down-to-earth,
Experienced Financial Advisors.