Why Choose Us

Since 1986, a track record of financial planning success for our clients

Service With Love

Our clients are our extended family of friends
and neighbors.

Bring You To The Top

Patented investment process and make a true fiduciary promise.

Great Support

Commitment to the Denver community and philanthropic organizations.

Hand with Money

Go Tax Free

Get choice and control over when and how much taxes you pay.

Colorado flag

Colorado Values

30+ years locally-owned, down-to-earth team.

Hand growing business

Growing Your Business

Proven techniques to enhance
the value of your business.

We Believe in
The Power of Teams

Our advisors and client care team members have earned a broad array of securities industry licenses and financial planning designations and complete rigorous ongoing education requirements to stay at the top of our industry.  Together, our team offers over 100 years of combined financial industry experience for our clients.

At A&I, we’re more than a collection of individuals.  Our teamwork, support for each other, and dedication to the same core values translates into better care for our clients.  Our in-house Investment Policy Committee members meet with each other each week.  We exchange ideas and brainstorm solutions for solving complex planning issues.  By hiring one of us, you get the bench strength, wisdom, and experience of the whole team.

Our Team

We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

Our Community

Our team members volunteer for a number of organizations and serve as a resource for a variety of news outlets. 

Read More

Our History

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 firm, we are free to select the financial partners, products and service providers that will best position our clients for success. 

Read More

Other Services We Provide

  • Women's Wealth Wellness

    Women’s Wealth and Wellness

    Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
  • Inheritance planning

    Inheritance or Windfall

    When you receive a large sum of money through inheritance or windfall, your financial planner will help you develop a custom financial plan that makes room for your short-term and long-term goals.
  • life insurance protects the family

    Life Insurance Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Medicare Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Charitable Planning

    Charitable Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Financial planning for life transitions

    Life Transitions

    We understand life transitions often come hand-in-hand with a sudden change in finances.
  • Business owner appreciates financial services

    Business Owners and Executives

    Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly.
  • Changing Jobs

    Changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul
  • Paying For College

    For college planning, we first assess the family’s retirement readiness. Next, we look at the five sources of college funding for each family...
  • Ski Team Families

    Ski and Snowboard Families

    Get your free College Money Report™. Find the answers your family needs to get the most free money for college in under 5 minutes. Karl and Stacey Frank are parents of competitive skiers.
  • Karl shaking hands

    Families

    Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
  • Divorce

    Divorce involves establishing your financial independence from your spouse. Our financial planners can help you navigate your new financial life as you plan and complete the divorce process. Gain clarity about your finances and emerge with confidence for the next phase of your life.
  • Swingset

    Financial Advice for Widows and Survivors

    Finances are an underlying source of stress after a loved one passes. We listen, simplify and help you prioritize so that you can focus on grieving and recovery.
  • Couple on yacht

    Retirement Income Planning

    Our financial planner works with you to envision what you will retire into, what your days may look like, and how your finances will change during your retirement years.
  • Life Planning

    Life Planning

    Life transitions reveal how money is integral to almost everything. Our experienced wealth managers help you reduce your stress, increase your chances of success with all the areas of your life.

Latest News

Read All News

How can we help?

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