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We're Different.

Work Desk
Virtual Advisor

Virtual Advisor

Advisor on call. Reach out now!

No AXE to grind!

No AXE to grind!

We don't trade against you or sell financial products

Expert Guidance

Expert Guidance

We help you navigate the nuanced world of finance.

No Conflicts

No Conflicts

SEC Regulation BI shines a light on the conflicts

Your success

Your success

Your success is our only interest

AI

AI

AI with the human element

Akin Investments

Akin Investments

Registered Investment Advisor - FINRA series 65

Wall St to Main St

Wall St to Main St

We make the complex simple!

Active tax planning

Active tax planning

Specialized strategies to meet your needs.

Akin Investments

Akin Investments

Serving clients in a fiduciary capacity.

Wealth Management

Wealth Management

Virtual Advisor

Stocks & Bonds

Stocks & Bonds

Municipal Bonds, CD's, Exchange listed securities.

Stephen Akin

Stephen Akin

Registered Investment Advisor Index Journal Photo

Global Markets

Economic Calander

  • Financial Status Evaluation

    We work side by side with our clients to assist in making the choices needed to meet their dreams and goals.

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    Financial Planning

    Personalized services for, individuals, families, small businesses, non-profits and more.

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    Portfolio Management

    Whether you choose one time advice or ongoing services. We offer an affordable approach that will save you time, money and taxes.

    Legal Research and Writing

Our cutting edge technology allows you to log in and view your updated financial information whenever you want. All your accounts in one place. Monitor your progress so you can feel more confident about your financial future. Start Here (It's Free!)

Akin Investments

770 Water Street, Suite 415, Biloxi, Mississippi 39530                                      228-229-5020

Personalized Service

Akin Investment is a Registered Investment Advisor.

 

Financial Planning services begin with a "Free - No Obligation" highly confidential meeting where we discuss your present financial condition as well as your long term financial needs, goals and dreams...

 

Independent "Fee Only" Financial Planning & Portfolio Management. FINRA Series 65. A new smart choice for consumers without the pressure to buy investment products with large sales loads or hidden costs.

 

Whether you choose one time advice or ongoing services. We offer an affordable approach that provides you a simple, easy to follow step by step plan with investment strategies that will save you time, money and taxes.

 

We will help with Goal Setting and developing a realistic plan for paying down Student Loan Debt. Saving for a Home, Education and Retirement Funding.

 

Risk Management Review - Perform a comprehensive review of all client assets, liabilities, cash flow and insurance coverage. Determine whether the insurance coverage and the current allocation of assets is sufficient to provide the client with the means to achieve their goals and protect them in the event of some unforseen circumstance.

 

Income Tax Review - In conjunction with the client's CPA, review income tax returns. Make tax planning recommendations.

 

Estate Planning Review - Examine each clients estate plan and confirm that it meets the stated goals and objectives of the family. Work closely with the client's attorney or accountant on any changes that may be required.

 

The information gathered in this process guides the creation of a written investment policy. This investment policy will serve as a guideline for all of the decisions and the implementation of the financial plan, or portfolio management recommendations.

 

The investment recommendations are not limited to any specific service or product offered by an investment company, broker-dealer or insurance company.

 

Specialties

Financial Planning, Portfolio Management

PROFESSIONAL CONSULTING

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Journal

WHAT PEOPLE SAY

Family at the Park

 Our financial plan has put us on track.  From Student Loans to our home  and education for our child

Couple with Dog

Required Minimum Distributon from our retirerment accounts and portfolio management have been  quite affordable

A Port Worker

The Process of  gathering up all of my information was  an eye opening experience in it's self!

ABOUT
Me
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Social Security

Use this external link to access the resources offered by the Social Security Administration.   Including calculators, benefits planner and much more.

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Tools & Calculators

Use this link to access, Retirement and, Required Minimum Distribution Calculators.College Savings, Fees and expenses. As well as simple loan and Accrued Interest Calculators. 

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Taxation

This link will provide access to the IRS.gov website. Great for downloading forms and researching your unanswered tax questions.

Privacy Policy. 

Akin Investment never sells your information. All information gathered on this website is for the purpose of helping our clients and nothing is hared or sold to any third party. We value our clients trust and privacy.

 

This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites.  We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information. 

 

External links disclaimer. Throughout our site you will find links to external websites Although we make every effort to ensure these links are accurate, up to date and relevant, Akin Investment Advisory cannot take responsibility for pages maintained by external providers.  Please note that external links from this website are provided as a courtesy. We take no responsibility for information contained on external links from this website. 

 

Registration or subscriptions

In order to use certain sections like our “Book online” feature on this website, a user must first complete the registration form.  During registration a user is required to give certain information (such as name and email address). This information is used to contact you about the services on our site in which you have expressed interest.  At your option, you may also provide demographic information (such as gender or age) about yourself, but it is not required. 

https://www.akininvestment.com

228-229-5020

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Akin Investments

Biloxi Bay Chamber of Commerce Member Akin Investments featured by Bankrate.com Forbes.com, Fortune.com and more