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 discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and selection of third‑party managers to individuals (including high‑net‑worth clients), trusts, and retirement plan sponsors. The firm also offers modular planning and stand‑alone business exit strategy services and reviews held‑away retirement plan assets as part of its ongoing advice. The firm commonly implements client mandates through third‑party model portfolios and managers and employs a mix of fundamental, technical, trend‑following, and cyclical analysis, with ongoing monitoring, periodic rebalancing, and at least annual reviews. Its brochure discloses specific service practices such as managing variable annuities on the Nationwide Advisory Solutions platform, providing guidance on Securities‑Backed Lines of Credit (SBLOCs), and using AI tools for some workflows and meeting transcription (with opt‑out available). A & I’s brochure highlights several features that are less common among its team‑firm peers: some representatives are registered representatives of Geneos Wealth Management, Inc., and certain associated persons are licensed insurance agents, arrangements the firm discloses can create potential conflicts when recommendations are implemented in those separate capacities. The firm also discloses use of and receipt of custodial and product‑related benefits (including occasional marketing or travel reimbursements) and states that it advertises third‑party ratings, items it treats as part of its disclosures to 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.