Arbor Financial

About

A New Chapter for Arbor Financial Skip to content Client Login Make a Payment Schedule Your Consultation A New Chapter for Arbor Financial Resources February 1, 2026 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

Key Contact

Geographic Focus