Erik O. Klumpp| CFP®
Chessie Advisors, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Rochester Hills, MI
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Erik Klumpp is a Rochester Hills, MI Fee-Only Financial Planner serving Rochester Hills, Rochester, Troy, Utica, Royal Oak, Clarkston, Metro Detroit and all surrounding areas. He also serves clients nationwide through the use of technology. Chessie Advisors, LLC provides objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
Chessie Advisors specializes in providing financial planning and investment management services to teachers, engineers, attorneys, and young professionals.
Erik founded Chessie Advisors, LLC in 2014 after more than a decade in the financial planning industry. Throughout his career, he has provided financial counseling to clients from all walks of life, from assembly-line workers to teachers to mid-level engineers to high-level corporate executives and everything in between. With Chessie Advisors, Erik wanted to turn his primary focus to those seemingly underserved by traditional advisors and offer comprehensive financial planning and investment advice without minimum asset levels to teachers, engineers, attorneys, young professionals, and widows. Erik is also President of Chessie Tax, LLC, an income tax preparation firm serving individuals and small business owners.
Erik spent a year test-driving a mechanical engineering degree at Kettering University before going on to earn his bachelor of science in Finance from Indiana University in Bloomington, Indiana. He knew he wanted to focus his career on personal financial advising. After graduation, Erik worked with a number of top registered investment advisor firms in Michigan before founding Chessie Advisors and Chessie Tax in 2014.
Erik is a Certified Financial Planner™ professional. He is a member of the XY Planning Network and a member of The National Association of Personal Financial Advisors (NAPFA).
Who We Are?
Chessie Advisors, LLC was founded on the belief that reasonably-priced, objective, comprehensive, fee-only financial planning and investment management should be available to everyone, not just those with high investment account balances.
We provide financial planning and investment guidance to teachers, engineers, attorneys, young professionals, widows, and other clients typically served by brokers or other high commissioned salespeople.
We don’t sell insurance. We don’t have our own proprietary funds. We receive no hidden commissions or kick-backs. We analyze your situation, and recommend solutions that are in your best interest, not ours. Ultimately, we want to give you all of the tools to make an informed decision. We give you the peace of mind knowing that, as your trusted advisor and guide, we are helping you stay on track toward your goals and dreams, not trying to take advantage of you.
We deliver truly comprehensive wealth management plans focused on all aspects of your financial situation, including investment management, tax and estate strategies, retirement and education cash flow analyses, and risk management.