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Colorado-owned,
Family firm.

A second-generation Colorado owned and operated firm founded in 1986.

Who We Serve
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Advanced Financial
Planning.

We make it simple to achieve your real-life financial goals.

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Down-to-earth,
Experienced Financial Advisors.

Talk with a team who has decades of experience navigating life’s most important decisions.

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A&I Wealth Management: Your Certified Financial Planners

Our Financial Services

Multiple generations of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, tax planning and more in Denver Colorado.
Call +1 303-690-5070
Financial advisor in Denver providing investment and wealth management guidance.

Investment Advice

Grow and protect your wealth, invest in alignment with your values, goals and relationships.

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Financial Planning

Choose a financial planner from our team to help you achieve your goals.

Retirement financial guidance from a wealth advisor

Retirement Income Planning

Learn about the retirement income guardrails, and see how they help clients achieve their financial goals.

Understanding restricted stock units (RSUs) and PSUs for investment analysis

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable giving strategies with a wealth advisor

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Navigating financial changes with wealth management support

Life Transitions

Life transitions often come hand-in-hand with a sudden change in finances. Get help to build a solid financial framework.

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Our Little Story

About Us

Clients have counted on A & I Financial Services to navigate financial decisions for over 35 years. We are a second-generation, Colorado-owned and operated firm. As independent Financial Advisors, we are able to select the financial partners, products and service providers that will best position our clients for success. We serve a small number of successful families and business owners in Colorado: Denver, Englewood, Greenwood Village, Littleton, Lone Tree and Centennial.

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Did you know that

Our Extended Family of Clients

We treat our clients like members of the family. They include
Family stewards
Non-traditional families
Real estate planning
Elder planning
Financial transitions
Widows and widowers
Physicians/ Specialty Doctors
Lawyers/ Law Firm Owners

How we might help your family

We are guides for Business Owners

We understand the challenges faced by executives and business owners.

If you are a small business owner

People We Serve

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  • Future planning and financial freedomFinancial Advice for Widows and Survivors

    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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  • Financial planning for divorced womenDivorce

    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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  • Consultation for personalized financial planningChanging Jobs

    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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  • Woman reviewing inheritance planning documentsInheritance or Windfall

    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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When you align your money with your values, goals, and relationships, you make an indelible impact on the world.

Karl FrankCFP®

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Free financial planning resources

Speak with a Denver financial advisor for help with:

  • Exiting your business
  • Retirement Income Planning
  • Investment Planning
  • Tax Optimization & Planning
  • Insurance Needs & Risk Management
  • Estate Planning
  • Long Term Care Planning

& More

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    Catch the most recent video from Financial, tax & Investments experts

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    A&I Wealth Management office

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    Retirement Planning Services

    Our financial advisors can meet with you at our Lone Tree office or any location in the greater Denver area including Greenwood Village, Littleton, Centennial or Englewood.

    Denver | Englewood | Greenwood Village | Littleton | Lone Tree | Centennial