Arkin Financial Advisors, LLC

The firm provides investment management to individuals, trusts, charitable organizations, small businesses and participant-directed retirement plans. It offers discretionary portfolio management, prepares written investment policy statements, and provides employee benefit retirement-plan services including plan investment selection, monitoring, and participant education.

The firm’s investment approach is evidence-based and rooted in Modern Portfolio Theory, primarily using passive mutual funds and ETFs (notably funds from Dimensional Fund Advisors), model portfolios, and conservative fixed‑income allocations; it also uses third‑party sub‑advisers for certain model and fixed‑income mandates. Portfolio construction relies on asset‑allocation modeling (including Monte Carlo analysis), periodic rebalancing, and the selective use of individual securities or less‑liquid vehicles (e.g., interval funds) when suited to client tax or liquidity needs.

What distinguishes the firm from many peers is the principal’s active accounting role and the firm’s affiliation with accounting services, reflecting tax and accounting expertise that overlaps with advisory work. The firm also provides pension/profit‑sharing plan clients and pension consulting—services that are relatively uncommon among independent solo advisers—and manages roughly $75 million for a small client roster, often coordinating plan management with a third‑party sub‑adviser.