Kate Slocum


ArborFi Advisors, LLC

Financial Advisor

Kate Slocum


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®


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


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.


  • 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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser