Welcome to Aikens Financial!

Our mission is to use our energy, brilliance, and engagement to help awaken, motivate, and to prosper influencers, leaders and executives to enrich their legacy and live in the moment.

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Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. My team and I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan and evaluate and adjust it over time. Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

 Aikens Financial was featured in Forbes, Time and Bloomberg Business magazines recently. Check out the article below or click here to read it.


Financial Solutions for You, the Business Owner

Aikens Financial works with business owners throughout all stages of the business life cycle. From start-up to succession, Aikens Financial along with Northwestern Mutual specialists and advanced planning attorneys will help you build and implement the drivers that can create, grow and protect your business's value.

  • Start-Up: Learn how we can help you identify goals and protect yourself and your ability to do business and attract the best talent.
  • Growth: As your business grows, learn how we can help you expand your benefit programs, address the importance of retaining your key employees and begin to prepare for succession.
  • Maturity: Explore strategies to expand your efforts and fine-tune your succession plan.
  • Transfer: When it's time to sell or transition your business, learn how you can help ensure its proceeds will provide the income you need for retirement and create a lasting legacy.

Employee Benefits

Employee benefits are an important part of the growth of your business. Employee benefits can cover owners, key employees, and employees. They provide a solid foundation for financial security. The complexity of offerings can make it difficult to navigate the ever-changing landscape. Aikens Financial and their team of specialists can help you design a competitive package that can attract and retain top talent.

  • Qualified retirement plans, such as defined benefit pension, SEP IRA, SIMPLE IRA, 401(k), and profit-sharing plans, can have a profound impact on the long-term financial well-being of your employees. Let us help you make the qualified plan choice that's right for them and for your business. Learn more by downloading Achieving Retirement Readiness with Qualified Plan Solutions.

Brian L. Aikens, CFP®, CLTC®
Wealth Management Advisor


Aikens Financial

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck