Artemis Wealth Advisors

Artemis Wealth Advisors provides investment management and financial planning to individuals and high‑net‑worth individuals, offering ongoing portfolio management, participant account management for held‑away retirement plan accounts via a third‑party platform, and a suite of planning services that includes tax planning, tax preparation, education planning, mortgage analysis, and cash‑flow/debt work. The firm documents client objectives through an Investment Policy Statement and offers both discretionary and non‑discretionary management with custody relationships at major custodians.

The firm’s investment process integrates multiple methods of analysis—fundamental, technical, quantitative, and modern portfolio theory—and employs a range of strategies from long‑term investing to short‑term trading, options, margin, and short sales. Fees are asset‑based, accounts are reviewed regularly (at least monthly), and the firm uses third‑party tools to connect and monitor held‑away participant accounts.

Noteworthy distinctions include that the firm’s principal is an accountant and the adviser offers tax preparation and bookkeeping services alongside advisory work, integrating tax planning into its financial planning offering. The brochure also discloses prior regulatory matters—an insurance‑related settlement and a FINRA‑related settlement that included suspension, fines, and restitution—and describes operational practices that differ from many peers, such as requiring use of specific custodians and not aggregating block trades for multiple client accounts.