What Makes A&I Different

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

Our clients are our extended family of friends and neighbors

Karl FrankCFP®
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.

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.

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. 

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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 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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Who we serve

  • 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.
  • 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.
  • 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
  • Medicare planning

    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).
  • 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.
  • 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.
  • Karl shaking hands


    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.
  • Financial planning for life transitions

    Life Transitions

    Life transitions often come hand-in-hand with a sudden change in finances. Our processes improve outcomes.
  • 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.

Why choose A&I

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.

Latest News

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Unique and professional financial advice

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

How A&I Might Help You

Financial planning resources

Learn some of the ways we communicate with, and educate our clients about, financial planning, investments and other important topics.

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Join an event in-person or via Zoom

We offer a broad array of events that broaden your knowledge and experiences.

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How can we help?

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