Kate Slocum

CFP®

ArborFi Advisors, LLC

Financial Advisor

Kate Slocum

CFP®

ArborFi Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kate Slocum, CFP®

734-345-6980

Fee-only Financial Advisor located in Ann Arbor, MI, serving clients locally and throughout the United States.

Kate Slocum is an Ann Arbor, MI fee-only financial planner. ArborFi Advisors provides personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most.  As a fee-only, fiduciary, and independent financial advisor, Kate Slocum is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kate Slocum is a fee-only financial advisor at ArborFi Advisors located in Ann Arbor, MI.


Work Experience

  • ArborFi Advisors, Financial Advisor, Ann Arbor, MI
  • Exchange Capital Management, Lead Advisor, Ann Arbor, MI
  • Talmer West Bank, Wealth Advisor, Ann Arbor, MI
  • KeyBank, Relationship Associate, Ann Arbor, MI
  • Merrill Lynch, Sales Assistant, Saginaw, MI

Education

Loyola University of Chicago, BBA, Economics 1993

Professional Certifications
Certified Financial Planner (CFP) 2018

ArborFi Advisors is a fee-only, boutique, Registered Investment Advisor (RIA) located in Ann Arbor, MI. We provide personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most. Our CERTIFIED FINANCIAL PLANNER™ professionals will partner with you to understand your unique passions and values in order to develop a plan that is tailored to you. ArborFi Advisors serves all of our clients as a fiduciary and provides conflict-free advice while never accepting commissions of any kind. 

More detailed information regarding ArborFi Advisors' business practices and key personnel can be found in our Form ADV Part II Uniform Application for Investment Registration.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • Estate Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Widows and Widowers
  • Women in Transition

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

Contact Kate Slocum

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Office Locations:

  • 2395 S Huron Pkwy
    Suite 101
    Ann Arbor, MI 48104

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