Financial Advisor Englewood, CO

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A&I Wealth Management > Financial Advisor Englewood, CO



One of the A&I Wealth Management offices is located in Englewood, Colorado. Our dedicated team of financial planners is here to assist the local community with any financial growth matters. We work with clients to create customized retirement, investment, lifestyle modification, and insurance plans. For us, budgeting and advice aren’t just about the numbers; it’s the people and dreams that matter most. We believe in building solid and long-term relationships.

Our experts are always happy to help you plan for a financially stable future. Whether it’s launching your own business, retiring comfortably, funding education, or leaving a lasting legacy, we guide you toward your aspirations. By being able to advise business owners, families, and individuals, we pave the way for their financial success.

Our carefully developed 5-step approach helps you achieve your financial objectives. We work with a limited number of clients to protect their assets.

A&I financial planners also successfully cater to High Net Worth Individuals (HNIs) in Englewood: we own the knowledge and propose winning strategies for the specific nature of their wealth portfolios. The wealth management services help optimize your investments for maximum return. With tax-efficient planning and personalized investments, A&I Wealth Management caters to your unique needs.

Family-Centric Wealth Planning: Our specialized solutions are focused on preserving and growing your family’s wealth. We work hand-in-hand with your family to meet your specific financial goals and secure them for generations to come.

Strategic Financial Solutions for Englewood Business Owners and Executives: A&I Wealth Management helps you deal with financial challenges and properly use any upcoming opportunity or strategic investment.

The expert team at A&I Wealth Management consists of lawyers, tax accountants, and financial analysts. They are ready to assist you in making informed decisions to secure your financial stability.

Are you looking for a financial consultant or Investment advisor in Englewood, CO, to shape a better future? Call us now!

Awards Won
& Community Recognition

A&I Financial Advisors have received recognition over the years for their contributions to the profession and to our community.

Complete Wealth Management
Under One Roof

Transforming conversations about money begin with a discovery meeting. Click to learn more!

About A&I Financial - One of the “old hand” financial advice offices in Englewood, CO:

With more than 30 years of experience in the market, A&I Wealth Management has a great deal of expertise to help individuals, families, and businesses make better financial decisions.

We are second-generation, Colorado-owned and operated. Being independent Financial Advisors & Wealth managers allows us to be free in selecting financial partners, products, and service providers best suited for the success of our clients. We have been privileged to serve a select few successful families and business owners in Englewood, CO.

Grow and Protect Your Wealth – We provide wealth management, budgeting, and financial advice. Our experienced and dedicated financial advisors specialize in long-term care planning, retirement planning, insurance, financial planning, estate planning, wealth transfer planning, real estate finance plans & more.

People love to work with us because we are in-depth, knowledgeable, experienced, have a unique investment process, and most importantly, we are Fiduciaries. We promise to put your interests first.

Our Workflow & Process

The discovery meeting is the first stepin the process, where we learn more about your financial needs. The meeting lasts no more than 80 minutes allowing us to grasp your vision for the financial future. Our experts are committed to coming up with solutions that align with your values and goals. Our clients often tell us we lead the best conversation about money they have had. Being fiduciaries, we put your interests first. The conversation is simple and straightforward, without the pursuit of pushing sales from our side.

About Englewood, Colorado

The City of Englewood is a Home Rule Municipality established in 1903. It is a full-service city with a central hub and transportation routes. The city is small and charming, but it is located close to a central urban area that is convenient for the residents. With plenty of fun activities, families can have fun and enjoy the trip. The Cherry Creek Reservoir is the ultimate spot for water skiing, boating, sailing, and swimming. However, it is essential to note that the cost of living is 23.1% higher than the national average.

Financial Planners Englewood, CO

Who We Serve

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now


Speak to Financial Advisor

How much does it cost to talk to a financial advisor?

At A&I an initial conversation with one of our certified financial planning experts is always free of
charge. Talk with a financial advisor in Englewood, CO to discover how we can help you in managing your wealth more
efficiently. An initial conversation is always complimentary. For ongoing advice, like most financial
advisors, we charge based on how much money we manage for you. That fee can range from 0.5% to
1.5% per year. The more money under management, the lower the fee. Some financial advisors even
charge a flat hourly or annual fee instead. We at A&I follow a fee structure based on Assets under
management (AUM).

How do you know if a financial advisor is legit?

You can visit the Securities and Exchange Commission (SEC) website directly or the FINRA
BrokerCheck program. Additionally, you may visit your state securities regulator website. Every financial
advisor is required to hyperlink to FINRA BrokerCheck or file a registration with the SEC.
A&I Wealth Management is a legal organization registered with the Securities and Exchange
Commission. You can find us here:

What is the difference between fee-based financial advisor & commission- based?

A fee-compensated advisor collects a pre-stated fee for their services. That can be a flat retainer or an
hourly rate for investment advice. If the advisor actively buys and sells investments for your account, the
fee is likely to be a percentage for assets under management (AUM).
It is important to note that the income earned by fee-based advisors is earned largely by fees paid by a
client. However, a small percentage of the revenue can be earned through commissions from selling
products of brokerage firms, mutual fund companies, or insurance companies.
In contrast, a commission-based advisor’s income is earned entirely on the products they sell or the
accounts that are opened. Products for commission-based advisors include financial instruments, such
as insurance packages and mutual funds. Many commission-based advisors are not fiduciaries.
In brief, fee-based advisors usually charge their clients a flat rate, while commission-based advisors are
not paid by clients but are compensated by commissions earned from financial transactions and

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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