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BAM Intelligence

An Evidence-Based Approach to the Stock Market

BAM ALLIANCE member Steven Arkin on why passive strategies are gaining traction among investors.

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Steven Arkin, Wealth Advisor, Arkin Financial Advisors, LLC, Savannah, GA

Steven founded Arkin Financial Advisors, LLC to fill a void that he saw in the market and provide a form of true Wealth Management he didn’t see being offered. After years of watching his CPA clients struggle with individual financial decisions and managing the wealth accumulated through a lifetime of hard work, it was clear that there was an opportunity to offer a different kind of comprehensive wealth management. With more than 30 years of experience as a CPA, it was a natural segue to augment advanced tax planning with financial planning for the clients who needed it most.

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