What Makes A&I Different

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

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Our clients are our extended family of friends and neighbors

Karl FrankCFP®

Your Process

Learn how our fiduciary financial planning process can benefit you

When you meet with a financial planner from A&I, you can expect a professional, confidential conversation.

What you can expect

Your Team

Choose a financial advisor who fits best for you

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. By hiring one of us, you get the bench strength, wisdom, and experience of the whole team.

Meet your financial planning team

Our History

Clients have counted on A&I to navigate financial decisions for over 35 years. We are a second-generation, Colorado-owned and operated firm. As fiduciaries, we are free to select the financial partners, products and service providers that will best position our clients for success.

Our Core Values

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 Values

Our Community

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

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
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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).
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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.
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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.
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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.
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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.
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Business Owners and Executives
Small business owners, we speak your language! We help you with ownership transitions, tax liabilities, and risk mitigation. Learn more about the process.
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Life Transitions
Life transitions often come hand-in-hand with a sudden change in finances. Our processes and experienced team can help.
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Women’s Wealth and Wellness
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
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