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Our Core Values and
Guiding Principles

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.
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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.

Global financial guidance

Important

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

Fiduciaries

We put our clients’ interests ahead of our own.

Reliable financial planning support

Trust

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

Growth financial guidance

Improvement

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

Leadership financial guidance

Optimism

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

Certified financial guidance

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.

Timely financial guidance

Prepared

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

Team financial guidance

Prompt

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

Goal financial guidance

Consistent

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

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Courteous

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

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Successful

Our financial success enables us to serve our clients.

Grateful

We operate with a spirit of gratitude.

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

Karl FrankCFP Practitioner and A&I President

How can we help?

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

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    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.

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    Our Community

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

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