Values and Principles

Our core values help us set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

Hand growing business


We do important work. It is necessary and good. Our work is the mark we leave on the world.


We put our clients’ interests ahead of our own.


Like a family, our clients trust us, and we trust our clients.


We commit to improvement—in our knowledge, in our capabilities, in our clients’ well-being, and in the way we conduct business.


We are optimists! We can do it! Our clients invest in this spirit.

High standards

We have only one standard—our very best. With every meeting, every interaction, every decision, we give it our all or we don’t do it at all.


We are prepared, on time, and excellent. We do what we say we are going to do. We can only volunteer ourselves.


Communicating with our clients is the most important way we can use our time.


 We are 100% confident that everyone on our team can provide any person we meet with an AIWM experience that is second-to-none.


We act with dignity and courtesy to clients, team members, and all of our business partners.

Hand with Money


Our financial success enables us to serve our clients.


We operate with a spirit of gratitude.

This may be the most important conversation about money you ever have.

Karl FrankCFP Practitioner and A&I President

Services We Provide

Latest News

Read All News

How can we help?

Chat in-person during regular business hours or fill out the form!