Arborfi Advisors, LLC
ArborFi Advisors, LLC is a fee-only, fiduciary investment advisory and wealth management firm headquartered in Ann Arbor, Michigan. It was founded by Certified Financial Planners™ and serves primarily individuals and families, focusing on personalized financial planning and investment management. As a boutique firm, it emphasizes direct, long-term relationships, transparency, and a modern advisory experience. The firm operates as a Registered Investment Advisor (RIA) and is led by co-founders Kate Slocum, CFP®, and Tom Costigan, CFP®.
Investment Strategy
ArborFi Advisors employs a personalized, goal-oriented investment approach, building customized portfolios tailored to each client's unique financial plan. The firm focuses on objectives-based investing for the long term, prioritizing low-cost ETFs to minimize unnecessary fees and trading expenses. Investment decisions are guided by strategic, research-driven asset allocation rather than attempting to time the market or beat benchmarks. Tax efficiency is integrated into account design and management, including strategies such as tax loss harvesting and efficient asset location, ensuring that investments align closely with each client's financial goals rather than reacting to short-term market volatility.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.64% | $18.9M | 30,438 | $588.57 | $620.90 | +$3.1M |
S SPYG | SPDR SERIES TRUST | 9.93% | $11.3M | 118,372 | $88.15 | $95.32 | +$2.1M |
D DFCF | DIMENSIONAL ETF TRUST | 7.87% | $8.9M | 211,616 | $41.34 | $42.26 | +$366.6K |
V VYM | VANGUARD WHITEHALL FDS | 7.79% | $8.8M | 66,340 | $127.65 | $133.31 | +$115.3K |
D DFAI | DIMENSIONAL ETF TRUST | 6.60% | $7.5M | 216,769 | $29.20 | $34.57 | +$184.8K |