Scale What’s Working. Build the Future You Want.

From breakaway advisors to compliance officers—we bring practical solutions, proven systems, and real-world experience to every challenge.

Our Simple Philosophy: Fix. Optimize. Grow.

No fluff. No wasted time. We find what’s broken, streamline what’s working, and give you the roadmap to scalable, modern success.

Fix What's Broken

Identify bottlenecks, inefficiencies, and compliance gaps that slow you down.

Optimize What's Working

Sharpen your strengths with systems, automation, and enhancements where it matters most.

Grow With Confidence

Build scalable growth models backed by smart technology, proven workflows.

Built for Advisors, Backed by Real-World Experience at Advisor AI Partners.

Whether you’re breaking away, optimizing your practice, modernizing compliance, or enhancing insurance strategies—we build the future with you, not just talk about it. Advisor AI Partners is dedicated to providing comprehensive solutions tailored to your unique needs.

Practice Management

Fix what's broken, amplify what’s working, and scale smarter with real tools from Advisor AI Partners. Optimize your practice for maximum efficiency and growth with our expert solutions.

Insurance-Focused Advanced Planning

Use insurance as an asset class and streamline delivery with modern systems provided by Advisor AI Partners. Enhance your insurance strategies with our innovative and efficient planning tools.

Breakaway or Independence

Break free from big-firm bureaucracy with a clear, proven roadmap designed by Advisor AI Partners. Start your journey towards true independence and control over your financial advisory practice.

AI-Enhanced Enablement

Supercharge clarity, consistency, and growth with AI that fits your DNA.

Meet David Ortiz, the founder and CEO of Advisor AI Partners, where innovation meets financial expertise. As a classically trained chef, CFP, and AI expert, David combines his passion for technology with a dash of culinary flair through his alter ego, the Financial Chef. With certifications from the Wharton School of Business and The Culinary Institute of America, David brings a unique flavor to financial planning.

But David isn’t alone in his mission to revolutionize the financial advisory world. He’s joined by his trusty sidekick, Garbanzo, the Chief Barketing Officer. Garbanzo brings a paws-itive touch to the office, ensuring that every client interaction is filled with joy and a hint of furry fun. Together, David and Garbanzo are redefining what it means to be a financial advisory firm.