​ArborFi Advisors is a fee-only, fiduciary, financial planning and investment management firm located in Ann Arbor, MI.

​As CERTIFIED FINANCIAL PLANNER™ professionals, we specialize in providing personalized financial advice and investment guidance that is unique to the needs of each individual we work with.
​ 
FEE-ONLY FIDUCIARY
You can trust our fee-only, fiduciary advisors will always put you first and act solely in your best interest. You will never be sold products and you won't ever pay commissions for the investments you own.  
BOUTIQUE EXPERIENCE
​Enjoy the benefits of an exclusive team dedicated to serving a limited number of personal relationships. You deserve financial advice that is tailored to you, not the generic, off-the-shelf, scalable recommendations that larger firms are forced to offer.
​CERTIFIED FINANCIAL PLANNER™
You will work directly with our Certified Financial Planner™ professionals who are held to the highest standards of professionalism and ethics in the field. No surprise handoffs to junior advisors or support staff.​
COMPREHENSIVE APPROACH
Your life is unique and as a result, your financial plan and investment strategy should be too. A deep understanding of your entire financial picture leads to a holistic plan focused on your needs, your goals and your ideal future. 

YOUR TEAM

Kate Slocum, CFP®

Co-Founder and Managing Partner
Certified Financial Planner™

Tom Costigan, CFP®

Co-Founder and Managing Partner
Certified Financial Planner™

YOUR EXPERIENCE

Financial Planning

Simplifying your financial life by creating a plan that is unique to you is where it all begins.

Investment Management

Managing your investments so you won't worry about whether you're doing it "right."

Family Wealth Advisory

Helping you coordinate and optimize your family’s wealth across multiple generations.

YOUR QUESTIONS


​Trust and transparency are vital when it comes to working with a financial advisor.

​Click below for answers to some of the most frequently asked questions we receive in order to help determine if we're the right fit for you.

HOW CAN WE HELP YOU?
(734) 345-6980
office@arborfi.com
2395 S Huron Pkwy
​Suite 101 
Ann Arbor, MI 48104

2395 S. Huron Pkwy
​Suite 101
Ann Arbor, MI 48104
(734) 345-6980​
office@arborfi.com

​​Disclosures
ArborFi Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where ArborFi Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ArborFi Advisors, LLC unless a client service agreement is in place.