Erik O. Klumpp
Chessie Advisors, LLC
Founder, President & Financial Planner
Fee-Only financial planner located in Rochester Hills, MI, serving clients locally and across the country
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, 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 also an Enrolled Agent. He is a member of the XY Planning Network, a member of The National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA), and a member of the National Association of Enrolled Agents (NAEA).
Erik O. Klumpp is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Young Professionals
- Complimentary Initial Consultation
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Erik Klumpp is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Erik Klumpp is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Erik Klumpp is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Erik Klumpp is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Erik O. Klumpp
1424 Catalpa Dr
Rochester Hills, MI