Our team of wealth advisors works with a small number of successful families and businesses. Our personal wealth management approach makes a significant impact for our clients. Founded in 1986, A&I Financial Services is second generation, family-owned business headquartered in Englewood, Colorado, just south of Denver.
We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.
Our wealth management approach may be different from the experiences you have had with other advisors. We devote time to a discovery process that helps us to understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.
The right way to invest is to diversify by strategy, remain consistent, and maintain high conviction. We provide our clients access to 100+ years of combined experience, stock research lead by a PhD and former Dean of Finance, with a US Patented process and fixed income, asset allocation and economic research lead by a team of CFAs