Kate Slocum (CFP)

Kate Slocum focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

ArborFi Advisors is a fee-only Registered Investment Adviser providing personalized financial planning, customized investment management and family wealth advisory. 

Additional Information

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. 

NAPFA Start Date

January 02, 2019

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This Office

455 E Eisenhower Pkwy Ste 300 Ann Arbor, MI 48108-3324 Phone: (734) 645-4268