We are a Greenwood Village-based financial planning practice dedicated to growing and protecting your wealth. We work with clients to create tailor-made retirement, investment, life transition and insurance plans. To us, financial planning and advice is more than just the numbers: it is the people and dreams behind the figures that matter the most. We believe in developing strong, long-term relationships with our clients.
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!
Our 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.
A&I Financial Advisors have received recognition over the years for their contributions to the profession and to our community.
Transforming conversations about money begin with a discovery meeting. Click to learn more!
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 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.
Clients choose us for our in-depth knowledge, experience, unique investment process – and because we are fiduciaries. We pledge to put your interests first.
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.
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.
Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now
Learn some tips on wealth management, investment & tax planning, particularly appropriate for business owners.
We offer a broad array of events that broaden the knowledge and experiences of our community.
Read the Periscope blog to learn about today’s investment and economic outlook and what it means for your real-life financial plans.