ArborFi Advisors is a boutique, fee-only financial planning and investment management firm located in Ann Arbor, MI. We specialize in providing personalized financial planning services that are unique to each individual we work with.
Our CERTIFIED FINANCIAL PLANNER™ professionals partner with you for the long term, developing and updating a customized plan to keep you on track no matter where life takes you. ArborFi Advisors serves all of our clients as an independent fiduciary, providing conflict-free advice while never accepting commissions of any kind.
YOUR TEAM
Kate Slocum, CFP®Managing Partner
Certified Financial Planner™ |
Tom Costigan, CFP®Managing Partner
Certified Financial Planner™ |
YOUR EXPERIENCE
Financial PlanningSimplifying your financial life by creating a plan that's unique to you is where it all begins.
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Investment ManagementManaging your investments so you won't worry about whether you're doing it "right."
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Family Wealth AdvisoryHelping you coordinate and optimize your family’s wealth across multiple generations.
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HOW CAN WE HELP?
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