A New Chapter for Arbor Financial

Arbor Financial has joined SAX Wealth Advisors.

We’re excited to share that as of December 31, 2025, Arbor Financial is now part of SAX Wealth Advisors, the registered investment advisory arm of SAX Advisory Group. This is a significant step forward for our firm, our team, and most importantly, our clients.

What stays the same

• The same people you’ve trusted with your financial life are still here. Irfan Bhabhrawala continues as Principal and Wealth Advisor and Daniella Kippnick continues as your Client Service Associate.
• The same Ann Arbor office, the same phone numbers, the same personal relationships.
• The same commitment to long-term, personalized guidance that has always defined how we work.

What’s new and better

• Access to a substantially larger national platform with expanded advisory capabilities, deeper research, and broader resources.
• Integrated planning across wealth management, tax, and advisory services through the full SAX Advisory Group ecosystem.
• The backing of a firm managing approximately $4.19B in regulatory assets under management (RAUM) and $1.06B in assets under advisement (AUA) as of 05/01/2026.
• A platform purpose-built to support individuals, families, and business owners through every stage of life.

Why we made this move

We chose to join SAX Wealth Advisors because they share our core belief — that great wealth management starts with the relationship. As Kyle Stawicki, Managing Partner of SAX Wealth Advisors, put it: “We continue to look for opportunities to grow with advisors and firms that share our commitment to long-term client relationships and personalized guidance.”

That commitment is what brought us together, and it’s what will continue to guide how we serve you.

Feel free to reach out

If you are looking for an advisor with deep roots in the Ann Arbor area, we would welcome the opportunity to talk with you. Our team is here to learn more about your needs, answer your questions, and discuss how we may be of help.