Artifex Financial Group

2305 Far Hills Avenue, Suite 206, 45419, Dayton, United States
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5.00
Based on 18 Reviews

5

100.00%

4

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3

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2

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1

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About Artifex Financial Group

Artifex Financial Group is a fee-only financial planning firm that was established in 2007. We serve clients throughout the United States and at one of our three offices in Dayton, Columbus, and Cincinnati Ohio. Our focus is serving as the family financial office for affluent and high net worth business owners and professionals who are interested in developing and maintaining a coordinated, process-driven strategy to achieve their optimal financial life and plan for a successful retirement.

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Kelby Rossetter
GB

Working with Artifex has been great for… Working with Artifex has been great for our family. Jerry is always looking out for what is best for our situation. One of the things we really appreciate is how he always takes the time to make sure we fully understand what is happening and why. If I ever have any questions I always get a response within the same day, which I dont ever really expect to happen. I would 10/10 recommend Artifext to anyone looking for a complete financial advisory team.

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Bruce Stone
GB

My wife Gail and l needed a financial… My wife Gail and l needed a financial advisor. I was about to retire. I contacted Darren from your Oakwood office. He was very foreright and open describing artifice services and it's fiduciary principles. My wife and l set up meeting with Lex and Darren. We decided to sign on with artifice after interviewing two other financial service companies. We thought Darren and Lex were very professional, and liked how they made us feel comfortable with a very important decision. It is very stressful too choose someone to watch over your life savings. They both were understanding of our concerns. Gail and l were impressed with the approach Darren and Lex utilized to show us how your web design would develop our portfolio. The interpersonal tools designed to determine our risk tolerance and the tools to help us prioritize important personal character factors. This communication between Gail and myself goings through these exercises was very insightful. We also gained trust in Darren and Lex and the artifex approach in developing our portfolio. We look forward to meeting the rest of the artifex team and having a long successful partnership.

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Pat OConnor
GB

The operations manager exceeded… The operations manager exceeded expectations in handling my distribution request timely and accurate.

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Kathleen Rizer
GB

I am always so grateful to have someone… I am always so grateful to have someone do my taxes. I couldn't ever do them myself.

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Gabriel Fadel
GB

I would highly recommend Artifex I would highly recommend Artifex. They are a well run financial institution with best in class customer service (investments, taxes, financial, etc...) who has delivered a top notch investment strategy for us. Their executive management appears to get involved into the all the details of your accounts and financials giving you a piece of mind that things are being taking care of.

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