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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4

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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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Karen Ponder
GB

My Artifex experience After my wife and I's initial meeting with Doug and Darren we both knew this was a financial team we wanted to work with. There was no talk of get rich quick schemes, just a long term plan for our financial well being going into our retirememt years. They covered every aspect of our lives, a will for our assets, power of attorney for our health directives, and so much more. We felt like nothing was left out.They made sure we had copies of everything so we could give our grown children a copy so they knew what to expect if something were to happen.On a side note, when my father inlaw passed, they helped my wife through all of the unsettled paperwork that he had left undone. These guys are always willing to meet with you when something comes up and help you make the best decision possible. And last but not least these guys are trustworthy. I actually have a meeting scheduled with Darren to discuss how I am going to take my social security in April. There are several ways to collect it and he wants to go over all of my options so I can make the best decision for my wife and I. If your looking for a financial planner/ life planner, this is the group to call, you will not be disappointed.

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Joan Wire
GB

exceptional service The Artifex Financial Group has been exceptional at meeting our needs over the years. Our recent meetings to discuss goals, both personal and financial, was helpful to gain better perspective of the "big picture" to meeting our objectives. We have complete trust in our advisor, Doug, and his team, to handle our finances with our best interest at heart.

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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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Jay Brinker
GB

An Estate Planner's Big Thumbs Up Endorsement As an estate planning attorney, I have worked with Doug's clients for more than a year. I have always been impressed with the financial plans I have seen because they are detailed but very user friendly. I am also impressed with Doug's knowledge and attention to detail by making sure that his clients tend to their estate planning as part of their financial planning.

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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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