Rochester Hills, Michigan
Fee-only financial planning for teachers, engineers and families.
Based in Rochester Hills, Chessie Advisors helps you bring your financial decisions together—from planning for retirement to managing investments—with independent guidance focused on your goals.
WHO WE HELP
Planning for people like you.
Chessie Advisors works with teachers, engineers, attorneys, young professionals, widows and families.
Teachers
Bring pension decisions, 403(b) and 457(b) savings, student loans, and household benefits into one financial picture. Chessie offers independent guidance for the decisions that come with a career in education.
Engineers
Connect your 401(k), employee benefits, retirement plans, and investments with your wider goals. Chessie works with engineers who want financial decisions to receive attention alongside a demanding career.
Individuals and families
Get a coordinated view of cash flow, education funding, retirement, and investments. Advice starts with your circumstances and priorities—not a financial product to sell.
Bring your financial decisions together.
Financial planning, retirement planning and investment management, connected to your goals.
Financial planning
Connect cash flow, education funding, employee benefits and investments with your wider goals.
Retirement planning
Bring pensions, workplace savings and retirement goals into one coordinated financial picture.
Investment management
Explore ongoing portfolio management through Chessie Wealth Guardian, aligned with your financial goals.
HOW WE HELP
Choose the support that fits.
Choose ongoing planning, investment management or a focused planning project, according to the support you need.
Chessie Guidance
Ongoing financial planning for people who manage their own investments. Bring retirement, cash flow, education funding and employee benefits into a coordinated plan, with guidance on investment allocation.
Explore servicesChessie Wealth Guardian
Ongoing investment management for clients who want Chessie to manage their portfolio. Explore how investment decisions support your retirement and wider goals, with financial planning available subject to eligibility.
View service and pricing detailsProject-based planning
Explore a focused financial or retirement-planning project, or a second opinion. Chessie also describes limited hourly work; contact Erik about current availability.
Explore project planningFrom a first conversation to a clearer plan.
Start with your financial picture, then follow the planning or investment service you choose.
- 01
Start a conversation
Discuss your situation, upcoming decisions and whether Chessie’s services fit your needs.
- 02
Review your financial picture
Review relevant investments, retirement plans, insurance, tax information and estate documents.
- 03
Develop and refine your plan
Connect your priorities with your current approach and identify recommended changes.
- 04
Put recommendations into action
Work through implementation within your chosen planning or investment-management relationship.
- 05
Ongoing guidance
For ongoing relationships, revisit planning decisions and investment needs as circumstances change.
MEET YOUR ADVISOR
Independent advice. Personal guidance.
Erik O. Klumpp
Founder, President & Financial Planner · CFP®, EA
Erik founded Chessie Advisors in 2014 after more than a decade in financial planning. He works with teachers, engineers and individuals and families to connect retirement, investment and everyday financial decisions.
His independent, fee-only approach centers advice on each client’s circumstances and goals. Chessie does not sell insurance or proprietary investment products; its planning and investment services are paid for by clients.
Explore the details that matter to you.
Read more about Chessie’s work with teachers and engineers, and explore service and pricing details.
Planning for teachers
Explore the financial decisions that come with a career in education.
Explore guide
Planning for engineers
Read how Chessie connects workplace benefits and retirement decisions with wider goals.
Explore guide
Services and pricing
Review Chessie’s published engagement options and discuss the scope that fits your needs.
View detailsA few common questions.
Learn more about how Chessie works, then explore the full FAQ for additional detail.
Can we work together virtually?
Chessie is based in Rochester Hills and works virtually with clients where permitted. Contact Erik to discuss your location and how meetings would work.
Can I keep managing my investments?
Yes. Chessie Guidance offers ongoing financial planning for clients who continue to manage their own investments, including guidance on investment allocation.
How do I start a conversation?
Use Schedule a meeting to choose an available time with Erik, or contact Chessie by phone or email to discuss your planning needs.
YOUR NEXT STEP
Start a conversation with Chessie.
Schedule a meeting to discuss your financial planning needs with Erik Klumpp.
Schedule a meeting