Invest in a Sustainable Future

AIO Financial is a fee-only financial planning firm. We do not receive commissions or sell any products so we can be unbiased and work 100% for our clients. We are held to a fiduciary standard.

We work with you on all aspects of your financial plan: investment management, retirement planning, tax planning, estate planning, and insurance analysis.

Independent, Comprehensive, Fee-Only, Fiduciary Standard

We 100% work for you. Our only compensation are our client fees.

No Commissions, No Conflicts

We do not receive any commissions or sell any products. We are completely unbiased and only work 100% for our clients. As fee only financial planners, we are held to a fiduciary standard.

Latest Technology

We believe in staying up to date with the latest technology available to provide the best experience and planning projections to our clients.

Comprehensive

AIO works with you to formulate a unified financial plan that includes all aspects of your financial well-being: asset management, retirement planning, tax planning, estate planning, insurance analysis, and impact investing.

Individualized Planning

Every case requires a unique perspective with a plan that suits the individual. We work with you closely to develop a financial plan made just for you and your goals.

Virtual Service

We primarily provide financial planning services online through virtual zoom meeting. We can meet in person as needed. We are located in Tucson, AZ but travel to our offices in Los Angeles, Las Vegas, Portland, Boulder, and Seattle regularly.

WHAT OUR CLIENTS ARE SAYING ABOUT US?

AIO does a great job at understanding my needs, meeting regularly, and educating me about my financial situation and options. I am so happy I found AIO!

Laura Davis.

I have nothing but high praise and respect for this company. You are treated with the same care and concern, whether your investment is large or small. Personal and dependable and available, what more can one hope for? 5 stars and then some….

Lee Preeser.

I have been with the AIO team for many years now. The reason? They provide the expertise I need to make investments that suit my needs, age, and future goals. I have felt secure for a long time due to their honest and fair financial services. Today we went over the many sustainable, socially responsible investments which will help fight climate change, offer equality in the workplace, and make our future more democratic.

Karen Lewis.

I have nothing but great things to say about AIO Financial. They do more than just manage my investments. They created a plan that covers all areas of my finances, and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They do not get commissions or sell anything, so I know they are always doing what is best for me.

Bruce Goldberg.

I highly recommend AIO Financial. Bill, Val, Alex, and Luis have always been responsive and have certainly saved us thousands of dollars thanks to their advice. They never push to sell us any products and services and have consistently gone beyond what was expected. I cannot imagine better service.

David Sasaki.

Sustainable, Responsible, Impact Investing

  • EXPERIENCE: We have extensive experience in Sustainable, Responsible, Impact Investing (SRI) and Environmental, Social, Governance (ESG) Investing.
  • MAXIMIZE RETURN & IMPACT: SRI is an investment strategy seeking to maximize both financial return and social good.
  • IN-LINE WITH VALUES: We help clients invest in-line with their values and make positive changes.
  • SRI INCLUDES: screening, shareholder advocacy and community investing.
  • EDUCATION: AIO Financial has a podcast that focuses on SRI. We offer a free SRI ebook and course. AIO Financial is a member First Affirmative, USSIF, and Green America.
  • EVALUATION TOOLS: We use several programs (YourStake, Ethos, and Morningstar) to evaluate the impact of investments and portfolios.
  • WITHOUT SACRIFICING RETURN: You can use ESG factors in your investment decisions without sacrificing return on your investments.
SRI Sustaiable, Responsible, Impact Investing

Where have you seen AIO Financial?

CFP certified financial planner
accredited Investment fiduciary
CSRIC chartered SRI counselor

Investment Pillars

Diversification

Strategic Rebalancing

Low Expense

Tax Minimization / Deferral

In-line with your values

Broad Investment
Options

Because we do not earn commissions and do not sell products, we can meet our clients’ needs using a wide variety of investment vehicles.

We provide individualized investment portfolios based on your risk tolerance and time horizon.

  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Individual Stocks
  • Bonds (corporate, municipal)
  • Treasuries and CDs
  • Market-Linked CDs
  • Alternative Investments

AIO Financial uses the latest
financial planning and
investment tools to provide
the best service possible to our clients.

Money Guide Pro
TRX Total Rebalance Expert
CHARLES SCHWAB
Holistiplan

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