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Financial Planning For Your Life

Committed to the highest level of service & standards

A Better Way To Invest



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.


Planning Focused

Start planning for your future with a CERTIFIED FINANCIAL PLANNER™ professional.



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 or Too Late

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, such as 401(k) plans, are complicated and place fiduciary responsibilities on owners. Owners may not be getting the most out of their plans.

We can create and manage effective retirement plans so you can provide more for yourself and your employees.
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ESG Sustainable Investing

Sustainable Investing

Aligning Investments with Your Values

Sustainable investing incorporates environmental, social & governance (ESG) factors in portfolio selection to generate competitive financial returns & positive societal impact.

We can build and manage sustainable investment portfolios that are aligned with your values and your goals.
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Altum Wealth Advisors, Fiduciary, Financial Advisor, Chico CA

Independent, Transparent, Fiduciary


CFP Certified Financial Planner Chico CA

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CFA SF Society


Best Financial Advisor Chico