A complete list of active advisors currently associated with A & I Wealth Management

Warmer can help you find a great advisor at A & I Wealth Management or one who fits your needs even better.

A & I Wealth Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), retirement plan sponsors, trusts and other entities. The firm offers asset management, use of sub‑advisers and third‑party money managers, modular and comprehensive financial planning, and retirement plan consulting, typically engaging clients under percentage‑of‑assets‑under‑management arrangements. The firm implements multiple model portfolios and combines in‑house portfolio management with recommendations of sub‑advisers or third‑party managers, often operating with discretionary trading authority and continuous monitoring; its stated methods include technical, trend‑following, cyclical and fundamental analysis. It also offers consultations and ongoing planning reviews, uses platforms such as Nationwide Advisory Solutions for variable annuity management, participates in Axos’ Money Manager X‑Change program, and conducts annual and event‑driven portfolio reviews. A & I is notable among peers because many representatives are dually registered as broker‑dealer representatives of Geneos and are licensed insurance agents, which the brochure discloses can result in commission‑based sales of securities and insurance products alongside advisory services. The firm also highlights use of third‑party ratings in its materials, discloses assistance with securities‑backed lines of credit, and includes explicit disclosures about reliance on AI tools and related risks—features that the brochure identifies as material to prospective clients.

To learn more about the advisors currently working at A & I Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.