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Financial Planning For Your Life

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A Better Way To Invest

 


 

Custom, Cost-Effective

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

ABOUT US ❯

You Deserve Better

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

WHY ALTUM ❯

Get a Second Opinion

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

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Wealth Management

More than just investment advice.

ABOUT WEALTH ❯

Investment Approach

Diversify broadly, minimize risk & cost.

OUR PHILOSOPHY ❯

Fiduciary Oath

Always put our clients’ interests first.

OUR PROMISE ❯


retirement financial advisor CFP

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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women financial advisor Chico
 


stock options CFP advisor

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.
Learn More ❯

401k plans financial advisor SF Chico CA
 


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

AIF Financial Advisor Fiduciary Chico

CFA SF Society

 

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