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Financial Planning for Your Life

Committed to the highest level of service & standards

Custom, Cost-Effective

Customized financial plans & cost-effective portfolios based on academic research – not sales quotas.


You Deserve Better

As independent financial advisors & fiduciaries, we can help you take control of your financial life.


Get a Second Opinion

A second opinion from a CERTIFIED FINANCIAL PLANNER™ professional can help protect your financial health.


Wealth Management

More than just investment advice.


Investment Approach

Diversify broadly, minimize risk & cost.


Fiduciary Oath

Always put our clients’ interests first.


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Planning for Retirement

Never Too Soon to Start

Retirement planning may be one of the most important choices you make. Many underestimate how much money they will need during retirement.

Growing your nest egg or already retired, we can help you plan for your retirement.
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Planning for Independent Women

Unique Perspectives

Women’s influence on finances is significant. Women live longer and spend more time in retirement than men, and have different priorities and goals.

We understand the unique perspectives of independent women, and we can help you pursue your goals.
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Planning for Entrepreneurs

Complex Needs

Entrepreneurs & business owners are busy and have unique planning requirements. Capital investment, risk management, stock options, and concentrated stock positions are complex.

As your personal CFO, we can manage your finances so you can focus on growing your business.
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Employer-Sponsored Plans

Fiduciary Responsibilities

Employer-sponsored retirement plans are complicated and place fiduciary responsibilities on owners. Owners may not be getting the most out of their plans.

We can build a more effective retirement plan so you can provide more for yourself and your team.
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Altum Wealth Advisors, Fiduciary, Financial Advisor, Chico, CA

Independent, Transparent, Fiduciary


CFP Certified Financial Planner Chico CA

AIF Financial Advisor Fiduciary Chico

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