Financial Advisor, Wealth Manager Littleton

Trusted & Certified Financial Planners & Investment Advisors in Littleton Co

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A&I Wealth Management > Financial Advisor, Wealth Manager Littleton



At A&I Wealth Management Inc, we stand as a beacon of financial expertise, providing specialized wealth management services in Littleton, CO. Our team of seasoned professionals is dedicated to delivering tailored solutions for high net worth individuals, ensuring their financial goals align with their unique aspirations.

Wealth Management Expertise: Discover the precision and proficiency of A&I Wealth Management Inc. As a leading wealth management firm in Littleton, our focus is on managing funds for High Net Worth Individuals (HNIs). With a deep understanding of financial markets and a commitment to fiduciary responsibility, we craft strategic plans to optimize and protect your wealth.

Financial Advisor in Littleton: Our financial advisors in Littleton bring a wealth of experience to guide you through the intricacies of wealth management. Whether you are seeking investment advice, retirement planning, or comprehensive financial planning, our experts are equipped to provide sophisticated solutions tailored to your financial profile.

Retirement Planning Excellence: Retire with confidence by entrusting your retirement planning to A&I Wealth Management Inc. Our retirement planners in Littleton understand the importance of securing your financial future. We create robust retirement plans that ensure financial stability and peace of mind during your golden years.

Fiduciary Financial Advisor Services: As fiduciary financial advisors, we prioritize your financial well-being. A&I Wealth Management Inc adheres to the highest ethical standards, placing your interests first. Our fiduciary commitment means transparent, unbiased financial advice and solutions that truly benefit you.

Our Certified Financial Planner® professionals in Littleton, 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 that will simplify and enhance your life, please schedule a call with one of our Certified Financial Planner in Littleton.

Call us on (303)690-5070 to speak with our Littleton 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 in Financial Advisor Littleton, 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 & Wealth managers, we are free to select the financial partners, products and service providers that will best position our clients for success. We have had pleasure in serving small number of successful families and business owners in Littleton CO. Grow & Protect Your Wealth – We provide Wealth Management, Financial Planning & Investment Advice.

Clients choose us for our in-depth knowledge, experience, unique investment process and for the fact that 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 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.

About Littleton Colorado

Littleton is the county seat of Arapahoe County. The top attractions to visit in Littleton are Roxborough State Park, SeaQuest Littleton, Chatfield State Park, Littleton Museum, Hudson Gardens. Its 8.82 miles from Littleton to Denver in north direction and 11 miles (17.70 kilometers) by car, following the US-85 route. Littleton and Denver are 15 minutes far apart, if you drive non-stop. Littleton is located at 39°35′59″N 105°0′39″W (39.599691, −105.010929) at an elevation of 5,351 feet (1,631 m). Located in central Colorado at the junction of U.S. Route 85 and Colorado State Highway 470, the city is 9 miles (14 km) south of downtown Denver and 55 miles (89 km) north of Colorado Springs.

Certified Financial Advisor - Littleton CO

Cameron Morgan

Financial Advisor

Judson Cass


Who We Serve

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Our wealth management approach may be different from experiences you have had with other advisors.

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Recent Blog Post

Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.

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How can A&I Wealth Management Inc assist with retirement planning in Littleton?

Our retirement planners at A&I Wealth Management Inc develop tailored plans to secure your financial future. We analyze your unique needs and aspirations to create comprehensive retirement strategies that provide financial stability during your retirement years.

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:

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