Tom Costigan
CFP®
ArborFi Advisors, LLC
Financial Advisor
Tom Costigan
CFP®
ArborFi Advisors, LLC
Financial Advisor
Managing your finances can be stressful and overwhelming. Working with a financial advisor shouldn't be. - Tom Costigan, CFP®
Fee-only Financial Advisor located in Ann Arbor, MI, serving clients locally and throughout the United States.
Tom Costigan is an Ann Arbor, MI based 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. 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.
Tom Costigan is a fee-only financial advisor at ArborFi Advisors located in Ann Arbor, MI.
Work Experience
- ArborFi Advisors, Financial Advisor & Managing Partner, Ann Arbor, MI
- Exchange Capital Management, VP & Senior Lead Financial Advisor, Ann Arbor, MI
- MetLife, Financial Analyst, Tampa, FL
Education
- Michigan State University, BS, Finance, 2003
Professional Certifications
- Certified Financial Planner™ since 2010
Tom Costigan 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.
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
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Tom Costigan is a NAPFA-Registered Financial AdvisorThe 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.
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Tom Costigan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Tom Costigan 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.
Contact Tom Costigan
Office Locations:
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2395 S Huron Pkwy
Suite 101
Ann Arbor, MI 48104
