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top of page Skip to Main Content AKIN INVESTMENTS FIDUCIARY FINANCIAL ADVISOR, WEALTH MANAGEMENT, FINANCIAL PLANNING * 360° View 24/7 * Akin Investments * Blog * Book Online * Fiduciary * Media * News Articles * More Use tab to navigate through the menu items. AKIN INVESTMENTS, SOLUTIONS FOR A COMPLEX WORLD STEPHEN AKIN FOUNDER/INVESTMENT ADVISOR REPRESENTATIVE WITH OVER 35 YEARS IN WALL STREET INVESTMENT CONSULTING In addition, our advisors are supported by our Investment Team who are consistently committed to pursuing solid investment strategies: * Portfolio Performance Analysis * Risk Evaluation * Investment Time Horizon * Asset Allocation * Assessment of Impact of Costs * Assessment of Impact of Taxes * Withdrawal Strategies * Stock Concentration Divesting Strategies * Dollar Cost Averaging * Independent Professional Advice (IPA) * Structured Settlement Adv * Review of Outside Investments * Complete Picture Approach ASSET PROTECTION & RISK MANAGEMENT Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. We listen intently, assess your needs, and then help you create a path that leads you toward your desired outcomes. We strive to identify risks that could impact your situation such as * Market Risks * Liability Risks * Structured Settlement Evaluations and Transfers * Moral Obligations to Family * Legal Risks from Business Ventures. We will evaluate strategies to help reduce potential exposure to the loss suffered from unforeseen events. ESTATE PLANNING Our financial planning team focuses on developing comprehensive strategies to help achieve your financial goals. We strive to provide customized planning solutions that inspire confidence and help secure your financial future. * Wealth Enhancement * Wealth Transfer * Wealth Protection * Charitable Giving * Life Insurance Needs Analysis * Annuity and Structured Settlement evaluations and advice * Estate Planning * Gifting * Education Planning * Caring for Elderly READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE? ENJOY WEALTH MANAGEMENT REIMAGINED Experience our unique digital and personal approach to your financial future. Sign up for our free financial tools and schedule a complementary call with our financial professionals to get a personalized plan to help you meet your goals. Easy as 1,2,3 1. One dashboard to track all your accounts 2. Comprehensive tools for a better view of your finances 3. Tools to help plan for the future while staying on Budget AKIN INVESTMENTS * 24/7/365 ACCESS - IMAGINE A COMPLETE VIEW OF ALL OF YOUR FINANCES. WITH OUR CUTTING EDGE TECHNOLOGY YOU HAVE 24/7/365 ACCESS ANY TIME ANY WHERE. * SEE EVERY THING ALL IN ONE PLACE - SEE YOUR FUNDED ACCOUNTS ALONGSIDE THE PROBABILITY OF SUCCESS, AND CASH FLOW PROJECTION HELPS YOU GAIN THE BIG PICTURE VIEW. * PLAN ON THE GO WITH THE MOBILE APPLICATION -THE APP PRESENTS ALL THE CLIENT PORTAL INFORMATION IN A WAY THAT IS EVEN EASIER TO ENGAGE ON THE GO. * STAY UP TO DATE WITH TASKS - SEEM LESS COMMUNICATIONS. NEED SOMETHING DONE. TASKS ARE FUNNELED THROUGH THE CLIENT PORTAL AND TRACKED BY THE ADVISOR. SEND PUSH NOTIFICATIONS TO THE MOBILE APP OR EMAIL. * UPLOAD DOCUMENTS WITH THE VAULT - FILES ARE OFTEN EXCHANGED OVER EMAIL. THEY GOT LOST, DELETED, OR IT BECOMES DIFFICULT TO KNOW WHICH FILE IS THE MOST UP-TO-DATE. Login, or Start Here x Live Your Video Title Unmute 00:00 00:55 FREE UNLIMITED ACCESS TO YOUR PERSONAL FINANCIAL WEBSITE Email Join Thanks for subscribing, your invitation link is on its way! NOW IN CHARLESTON Check out our new location in Charleston, South Carolina. Come see us in the heart of the city at 174 Meeting Street, Suite 300-76, Charleston, South Carolina 29401 Free Consultation Book Online 843-822-4789 844-RIA-AKIN WEALTH MANAGEMENT REIMAGINED Each client is unique; therefore, we strive to custom-tailor each investment portfolio and design strategies necessary to work towards each client's unique needs, while ensuring all interests are aligned. Below are just a few of the services that we provide. OUR SERVICES * WEALTH MANAGEMENT Personal service Service Information * FINANCIAL PLANNING Start where you are! Financial Planning is not just for the wealthy! Service Information * PORTFOLIO MANAGEMENT Active professional management of investments Service Information * ONLINE TRADING COACH Learn how to succeed with the many online trading platforms. Service Information * INDEPENDENT PROFESSIONAL ADVICE Need an "IPA" "Independent Professional Advice" letter? Service Information * MUST HAVE DOCUMENTS We offer an economical service to help you get covered Service Information AKIN BLOG Stephen H Akin EXPERT INVESTMENT, FINANCIAL PLAN, 78th UNGA Akin Investments review of the UN General Assembly. UN Foundation, Bloomberg Philanthropies, Charitable Giving and Treasury Secretary Yellen Stephen H Akin EXPERT INVESTMENT, FINANCIAL PLAN, Expanding Retirement Savings Expanding Retirement Savings Akin Investments looks at the Secure Act 2.0 Enhancements to Americans' retirement security. Expanding Coverage Stephen H Akin FEDERAL REVERVE BOARD Ahoy Investors! Federal Reserve Chairman Jerome Powells Jackson Hole Speech landed in our Wheelhouse! Powell Says: “We are navigating by the stars under... FOLLOW US AKIN INVESTMENTS, SOLUTIONS FOR A COMPLEX WORLD STEPHEN AKIN FOUNDER/INVESTMENT ADVISOR REPRESENTATIVE WITH OVER 35 YEARS IN WALL STREET * * * * * Web Content Accessibility 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 shared 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. Â 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. Legend This site is intended for clients and interested investors residing in states where Akin Investments, llc is qualified to provide investment services. Akin Investments, llc is a Registered Investment Adviser, located in Charleston, South Carolina registered with the State of South Carolina and the State of Mississippi. Akin Investments, llc may conduct business in those states or locations in which it is registered or qualifies for an exemption or exclusion from registration requirements similar to or as provided for under established de minimis rules. Akin Investments, llc website in no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of South Carolina, the State of Mississippi or outside of those states with an established de minimis rule. If you have questions on your specific situation please reach out to Akin Investments, llc at (843)-822-4789. Akin Investments, llc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Akin Investments, llc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. View our ADV firm brochure View our ADV firm brochure 843-822-4789 844-RIA-AKIN * * * * * All Rights ©2015-2023 by Akin Investments, LLC. Proudly created with Wix.com bottom of page