Financial Advisor & Planner Greenwood Village, CO

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A&I Wealth Management > Financial Advisor & Planner Greenwood Village, CO

Experience The "A&I Wealth Management" Advantage

Complete Financial Advice For Your Wealth Management Needs

Are you looking for wealth management services for high-net-worth individuals? A&I Wealth Management is your partner for a stable financial future, covering Greenwood Village and beyond. We support our clients with developing financial plans that align with their life goals.

Committed to Your Financial Success

Wealth Management

Our wealth management services are adapted to the needs of high net worth families. We develop strategies to protect your wealth in the long term. The expert team understands asset management and modifies it to your specific goals.

Financial Planning

As expert financial advisors in Greenwood Village, we work closely with you to establish an optimal plan. Financial planning isn’t a one size fits all solution; we analyze your long term goals, risk tolerance, and circumstances to develop a strategy for all life stages.

Investment Management

Our carefully developed strategy includes investment options that maximize returns and optimize risks. Our thoughtful approach is based on academic research and our dedication to preserving and growing your wealth.

Retirement Planning

Our experts help you plan for retirement and provide careless golden years. We develop a strategy that aligns with your desired lifestyle.

Estate Planning

If you are concerned about the legacy you leave to future generations, our experts are here for you. Our financial planners shape an estate plan with trust structures and tax-efficient strategies.

Whether you want to launch a business, retire, fund education for your kids, or leave a legacy, our team guides you toward achieving your goals.

Our approach simplifies and enhances our clients’ lifestyles and helps them achieve their financial goals. We work with established families and successful business owners to help them grow, protect their financial investments, and go tax free. We take care of every aspect of wealth management, including investments, insurance, and taxes.

On top of financial analysts, our team includes lawyers and tax accountants, each of whom possesses the long-term expertise to help you make the right financial decisions and secure your future.

Are you looking for a financial consultant in Greenwood Village, CO? Feel free to contact us today for a complimentary consultation!

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 Reputation in Greenwood Village:

For more than 30 years, we have been helping you to make the best financial decisions. As independent financial advisors and wealth managers, we choose investment partners, service providers, and solutions that work for you.

We offer services to a limited number of clients in Greenwood Village, and stand by our promises. We specialize in offering long term care planning, insurance, retirement planning, wealth transfer planning, real estate investment planning, and more. We are fiduciaries, meaning your interests are our top priority.

Our Workflow & Process

A&I Wealth Management has a thoughtful five-step process to ensure success. The first step is a discovery meeting with a maximum duration of 80 minutes. Our experts will get to know you and your financial wants and needs. Based on our insights, we come up with financial solutions that align with your vision. We are proud to say we are fiduciaries, putting your interests first and guiding you according to them. We understand that you might not be deep into finance, so we will explain things to you in simple language. There is no pushing from our side, so you can make the best financial decisions. We provide up to three free meetings to understand more about your needs before starting the process of financial planning.

About Greenwood Village

This town ranks as one of the top communities among people who want to live in or start a business. The home rule municipality located in Arapahoe County, Colorado, offers a lot of things to see. The Madden Museum of Art and the Denver Tech Center are two of the famous attractions. The city is home to some of the best educational institutions.

The financial planning process at A&I Financial Services begins with our Discovery Meeting. We often hear this is the best conversation about money a person has ever had.

We deliver as many as three meetings free of charge as we get to know what is important to you, including your values, goals and relationships. Then, we begin the process of advanced financial planning. Click here to learn more.

Experienced Greenwood Village Financial Advisors

Karl Frank - Certified Financial Planner Denver

Karl Frank


Cameron Morgan

Financial Advisor

Stacey Frank

Vice President / Financial Advisor

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


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Recent Blog Post

Read the Periscope blog to learn about today’s investment and economic outlook and what it means for your real-life financial plans.

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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 Greenwood Village, 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 0.3% 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