Autumn Financial Advisors, LLC is a fee-only financial planning firm located in Plymouth, Michigan. We are dedicated to helping professionals and families navigate through life’s many financial decisions.
Fiduciary, fee-only, and independent
As a fiduciary, we are required to place your interests ahead of our own. We must clearly disclose all of our fees and any conflicts of interest we may have. Above anything else, we are client-focused.
We are a fee-only financial planning firm. This means that we get paid directly by our clients. We don't receive any commissions or sell financial products. We don't have any incentive to recommend any financial product we don't truly believe you need. You can count on us to offer unbiased advice and have your best interests in mind.
We are an independent financial advisory firm, meaning that we don't represent any other company. We work independently for our clients. We will perform a thorough assessment of your financial situation, and together we will have the freedom to choose from multiple options to best meet your needs.
Qualified
We are both experienced and together are highly trained in the fields of financial planning and investment management. Brittany has earned her CERTIFIED FINANCIAL PLANNER™ certification, requiring three years of personal financial planning experience and a comprehensive education program along with passing a six hour exam. Erik has earned his Chartered Financial Analyst® designation (CFA), which requires four years of experience along with passing three rigorous examinations. In addition, Erik holds his Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations.
Dependable
We pride ourselves on being dependable in a number of ways. Because we are a family-focused firm, you can always call us directly. When you call us, we will personally talk with you. You won’t reach an automated service or a receptionist who doesn’t know your situation. When we don’t have an answer for you right away, we promise to work together to help you find the answers you need.
We know there is a lot of industry jargon and some financial advice can be confusing to understand. It’s important to us that you understand our recommendations for you. We will commit to providing you with straightforward and transparent advice, and we will do our best to clearly explain things to you.
Getting on track financially can require a lot of actions on your end. We will provide you with the ongoing support you need to stay on track with our recommendations.
Accommodating
Our office is located in Plymouth, Michigan, but through technology, we are able to serve clients virtually in any location. We know that life can be busy during the week, so if an evening is better for you to meet, just let us know and we will find a time that works for everyone.
