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

Kate Slocum 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

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
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Growing Families
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kate Slocum 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.

  • Certified Financial Planner (CFP)
    Kathleen Slocum 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.

Contact Kate Slocum

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Office Locations:

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

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