At Akin Investments, we specialize in providing bespoke financial advice tailored to meet your unique investment goals. Led by seasoned expert Stephen Herbert Akin, with 40 years of experience on Wall Street, we navigate the complexities of finance-law to foster your success. Trust us to deliver personalized strategies that empower your financial future.

At Akin Investments, we specialize in Divorce Financial Planning to navigate the intricate financial, tax, and valuation challenges that arise during divorce. Our expert team assists clients in valuing marital assets, managing equitable settlement distributions, and strategizing for long-term financial stability post-divorce. With a comprehensive understanding of the legal intricacies involved, we ensure robust fiduciary oversight and compliance with necessary court documentation to empower clients during this critical transition.

At Akin Investments, we specialize in Litigation Proceeds and Injury Settlement Management, offering expert guidance for recipients of substantial court settlements, including personal injury and wrongful death claims. Our Registered Investment Advisors (RIAs) provide Independent Professional Advice on portfolio structuring, tax minimization, and annuity integration, ensuring compliance with court and insurer requirements. Trust us to empower your financial future with tailored solutions and unwavering expertise.

At Akin Investments, we specialize in Special Needs Trust and Settlement Planning, assisting clients who receive legal awards or insurance payouts. Our Registered Investment Advisors collaborate closely with attorneys and trustees to ensure that funds are managed in compliance with government benefit eligibility rules, safeguarding your long-term financial support. Let us help you navigate this complex landscape with confidence and expertise!

At Akin Investments, we specialize in navigating the intricate intersections of finance and law, focusing on areas requiring independent advice, such as fiduciary duties and compliance. Our expertise addresses the emotional and financial complexities that clients face, providing essential guidance in a market where credentialed advisors are in short supply. With 40 years of Wall Street experience, Stephen Herbert Akin is dedicated to delivering personalized, strategic solutions that empower clients to make informed decisions.

At Akin Investments, we offer bespoke financial planning tailored to your unique needs and aspirations. - With over 40 years of experience in finance and Wall Street, Stephen Herbert Akin guides clients through personalized strategies that align with their legal and financial goals. - Trust us to navigate your financial landscape with expertise and precision, ensuring a secure and prosperous future.

At Akin Investments, we specialize in guiding Inheritances and Sudden Wealth Clients through the complexities of managing lump-sum distributions, such as inheritances, trust terminations, and lottery winnings. Our fiduciary guidance, combined with psychological support, ensures that clients navigate their newfound wealth with confidence. Utilizing structured investment plans akin to structured settlements, we help safeguard your financial future while aligning your investments with your personal goals.

At Akin Investments, we specialize in Business Owner Exit and Succession Planning, providing expert guidance in valuing businesses, managing liquidity, and structuring tax-efficient deals. Our team ensures financial fairness through comprehensive opinions and seamless collaboration with CPAs, empowering you to navigate transitions confidently and fulfill long-term support obligations. Business Owner Exit and Succession Planning Advisors specializing in business sale or succession events work on valuing businesses, managing liquidity, and structuring deals for tax efficiency. These advisors often draft financial fairness opinions and coordinate with CPAs. Trust us to safeguard your legacy while optimizing financial outcomes for a successful exit.

At Akin Investments, we specialize in Elder and Long-Term Care Planning, delivering tailored strategies for aging clients. Our experienced advisors assist with long-term care insurance, Medicaid spend-down tactics, and estate preservation, ensuring compliance and fiduciary risk mitigation. Trust us to navigate the complexities of structured settlements while securing your financial future.

At Akin Investments, we offer a comprehensive Estate Planning Review to assess your existing estate plans, ensuring they align with your family's legacy goals. Our process is collaborative, often involving your attorneys and accountants to create a seamless strategy tailored to your unique needs. Trust in our 40 years of Wall Street experience to guide your financial legacy with professionalism and expertise.