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.
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.
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. Our knowledgeable and passionate financial advisors specialize in Longterm 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.
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.
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 0.5% 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
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 Financial Services LLC is a legal organization registered with the Securities and Exchange
Commission. You can find us here:
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