ARBORFI
  • Your Team
    • Kate Slocum, CFP®
    • Tom Costigan, CFP®
  • Your Experience
  • Your Questions
  • Contact
  • Client Login

Grow Your Tomorrow

With Personalized Financial Planning and
​Investment Management today.  
CONTACT US
​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.
​ 
Picture
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.  
Picture
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.
Picture
​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.​
Picture
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


Picture

Kate Slocum, CFP®

Co-Founder and Managing Partner
Certified Financial Planner™
CONTACT KATE
Picture

Tom Costigan, CFP®

Co-Founder and Managing Partner
Certified Financial Planner™
CONTACT TOM

YOUR EXPERIENCE


Picture

Financial Planning

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

Investment Management

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

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.
Your Answers

HOW CAN WE HELP YOU?


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

Picture
Picture
Picture
Picture
Picture
Picture

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.
  • Your Team
    • Kate Slocum, CFP®
    • Tom Costigan, CFP®
  • Your Experience
  • Your Questions
  • Contact
  • Client Login