Financial Advisor & Planner Greenwood Village, CO

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A&I Wealth Management > Financial Advisor & Planner Greenwood Village, CO

Experience The "A&I Wealth Management" Advantage

Complete Financial Advice For Your Wealth Management Needs

Welcome to A&I Wealth Management, your trusted partner in comprehensive wealth management for High Net Worth Individuals (HNIs) in Greenwood Village and beyond. As a prominent Wealth Manager in Greenwood Village, CO we specialize in delivering tailored financial solutions to meet the unique needs and aspirations of our esteemed clients.

Our Commitment to Your Financial Success

HNI Wealth Management

Our primary focus is on High Net Worth Individuals, and our HNI Wealth Management services are designed to optimize and protect your wealth. We understand the intricacies of managing substantial assets, and our strategies are tailored to your specific financial goals.

Comprehensive Financial Planning

Our experienced Financial Advisors in Greenwood Village work closely with you to create a personalized financial roadmap. We consider your unique circumstances, risk tolerance, and long-term objectives to develop a comprehensive financial plan that aligns with your aspirations.

Investment Management

With access to a diverse range of investment opportunities, we implement sophisticated investment strategies to maximize returns while managing risk. Our approach is grounded in thorough research and a commitment to preserving and growing your wealth.

Retirement Planning

We recognize the importance of a secure and fulfilling retirement. Our Financial Planners in Greenwood Village collaborate with you to develop a customized retirement plan that ensures financial security and a comfortable lifestyle during your golden years.

Estate Planning

Preserving and transferring wealth efficiently to future generations is a critical aspect of our services. Our team assists you in creating a comprehensive estate plan, including trust structures and tax-efficient strategies.

Our Certified Financial Planner® professionals Greenwood Village, CO can help you gain peace of mind and achieve your life dreams, whether it is a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. We help individuals, families and business owners meet their financial goals.

Our 5-step approach simplifies and enhances our clients’ lives and helps them achieve their dreams. We work with a small number of successful families and business owners to help them to grow and protect their investments and go tax free!

Karl and Stacey FrankOur team has more than 100 years of combined experience. Our partners are Colorado natives. Two of the partners are raising their family right here in Greenwood Village.  

Why Choose Us

Our Core Values

What We Believe

Learn more about our story.

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial consultant or Investment advisor in Greenwood Village CO that will simplify and enhance your life, please schedule a call with one of our Independent & Certified Financial Planner in Greenwood Village.

Call us on (970) 800-2602 to speak with our Greenwood Village CO Financial Advisor

Awards Won
& Community Recognition

A&I Financial Advisors have received recognition over the years for their contributions to the profession and to our community.

Complete Wealth Management
Under One Roof

Transforming conversations about money begin with a discovery meeting. Click to learn more!

About A&I Financial - Financial Advisor Greenwood Village, CO

Clients have counted on A&I Wealth Management to navigate financial decisions for over 30 years. We are a second-generation, Colorado-owned and operated firm. As an independent financial advisors and wealth managers, we are free 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 Greenwood Village, Colorado. We provide Wealth Management, Financial Planning & Investment Advice. Our knowledgeable and passionate financial advisors specialize in Long Term Care Planning, Retirement Planning, Insurance, Investment Planning, Estate Planning, Wealth Transfer planning, Real Estate Investments planning & more.

Clients choose us for our in-depth knowledge, experience, unique investment process – and because we are fiduciaries. We pledge to put your interests first.

Our Workflow & Process

First, we listen. Our 5-step process starts with a discovery meeting, not more than 80 minutes in length. We learn about your goals, values, relationships and your most important financial wants and needs. We devote time to understanding who you are and what is important to you and your family. Our clients often tell us we lead the best conversation about money they have had. We are fiduciaries. In other words, we pledge to put your interests first. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.

About Greenwood Village, CO

Greenwood Village in Colorado is one of the state’s most desired communities to live in and conduct business. It is a Home Rule Municipality located in Arapahoe County, Colorado, United States. Greenwood Village is a part of the Denver–Aurora–Lakewood, CO Metropolitan Statistical Area. We are situated near Westland Park, The Madden Museum of Art and the Denver Tech Center (DTC). Some of the best schools in the country are here in Greenwood Village Colorado. Established in 1970, the DTC is a business and economic trading center with numerous parks, restaurants and entertainment nearby. Located in Colorado in the southeastern portion of the Denver Metropolitan Area, we love GV!

The financial planning process at A&I Financial Services begins with our Discovery Meeting. We often hear this is the best conversation about money a person has ever had.

We deliver as many as three meetings free of charge as we get to know what is important to you, including your values, goals and relationships. Then, we begin the process of advanced financial planning. Click here to learn more.

Experienced Greenwood Village Financial Advisors

Karl Frank - Certified Financial Planner Denver

Karl Frank

President

Stacey Frank

Vice President / Financial Advisor

Cameron Morgan

Financial Advisor

Who We Serve

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now

+1-303-690-5070

Speak to Financial Advisor

Listen to a Financial Podcast

Learn some tips on wealth management, investment & tax planning, particularly appropriate for business owners.

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Attend an upcoming event

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Recent Blog Post

Read the Periscope blog to learn about today’s investment and economic outlook and what it means for your real-life financial plans.

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How much does it cost to talk to a financial advisor?

At A&I an initial conversation with one of our certified financial planning experts is always free of
charge. Talk with a financial advisor in Greenwood Village, CO to discover how we can help you in managing your wealth more
efficiently. An initial conversation is always complimentary. For ongoing advice, like most financial
advisors, we charge based on how much money we manage for you. That fee can range from 0.3% to
1.5% per year. The more money under management, the lower the fee. Some financial advisors even
charge a flat hourly or annual fee instead. We at A&I follow a fee structure based on Assets under
management (AUM).

How do you know if a financial advisor is legit?

You can visit the Securities and Exchange Commission (SEC) website directly or the FINRA
BrokerCheck program. Additionally, you may visit your state securities regulator website. Every financial
advisor is required to hyperlink to FINRA BrokerCheck or file a registration with the SEC.
A&I Wealth Management is a legal organization registered with the Securities and Exchange
Commission. You can find us here:
https://www.finra.org/
https://brokercheck.finra.org/

What is the difference between fee-based financial advisor & commission- based?

A fee-compensated advisor collects a pre-stated fee for their services. That can be a flat retainer or an
hourly rate for investment advice. If the advisor actively buys and sells investments for your account, the
fee is likely to be a percentage for assets under management (AUM).
It is important to note that the income earned by fee-based advisors is earned largely by fees paid by a
client. However, a small percentage of the revenue can be earned through commissions from selling
products of brokerage firms, mutual fund companies, or insurance companies.
In contrast, a commission-based advisor’s income is earned entirely on the products they sell or the
accounts that are opened. Products for commission-based advisors include financial instruments, such
as insurance packages and mutual funds. Many commission-based advisors are not fiduciaries.
In brief, fee-based advisors usually charge their clients a flat rate, while commission-based advisors are
not paid by clients but are compensated by commissions earned from financial transactions and
products.