Artifex Financial Group

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

5

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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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Suzanne W.
GB

We sleep well in our early retirement with Artifex We have been working with the Artifex team for over 4 years when we began early retirement. They have been invaluable in helping to develop and manage our retirement investments especially through the rollercoaster of 2020. The team is friendly, down to earth, knowledgeable, responsive and current with trends and tools.

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Matthew K
GB

Peace of mind We have been working with Artifex for a year now, and have found their services have always exceeded our expectations. With their advanced planning tools, Doug and his team were able to better understand our personal and financial goals and customize a comprehensive plan just for us.

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Guy
GB

ARTIFEX has helped me and my family… With personable service, state of the art financial software, and sound advice I feel like Doug, Alex and the entire group have provided a financial plan geared towards my and my family’s needs. I strongly recommend this group.

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Tom Doyle
GB

Professional Retirement Advice Retirement is a very personal decision. My wife and I felt we had saved sufficiently for retirement but recognized that professional guidance to better manage retirement spending would be beneficial. That led us to Artifex Financial Group. We could not have been happier with the decision. From the onset, The Artifex Group, and in particular our financial guide, Doug Kinsey, helped us navigate multiple scenarios to ensure good wealth management for the remainder of our retired life – into our late 90’s. By the time we settled on how best to distribute our assets, we had a solid financial plan along with active portfolio management provided by Artifex. Making decisions about money is as much emotional as cognitive. Artifex uses the sophisticated FinLife client experience website, to draw out not only where to put money, but why, how and what’s important to us. That’s very personal. The FinLife dashboard visually affirms all aspects of portfolio management in an easy-to-use portal. We, and our Artifex financial management team, are all connected through this single platform. We would highly recommend Artifex Financial Services to families needing a solid retirement strategy. And, because it’s a fee-based company, we trust the staff, like Doug, are working in our best interests, not others.

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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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