A complete list of active advisors currently associated with Artifex Financial Group, LLC
Warmer can help you find a great advisor at Artifex Financial Group, LLC or one who fits your needs even better.
Artifex Financial Group provides fee-only financial planning and investment management to a mix of individual clients (including high‑net‑worth individuals) and institutional clients such as retirement plans, trusts, and corporations. Its service menu includes comprehensive personal wealth management, stand‑alone investment management, 401(k) retirement consulting, project‑based and consulting services, tax preparation, and a virtual Wealth Club Network offering. The firm integrates financial planning into its investment process, gathering client information through in‑depth interviews and documenting objectives in an investment policy statement before implementing mostly discretionary portfolios. Investment implementation emphasizes strategic asset allocation and global diversification with an instrument‑agnostic approach that may use mutual funds, ETFs, individual equities and fixed‑income, alternatives, and a mix of technical, cyclical, fundamental and charting analysis methods. AFG is notable among peers for operating a Private Direct Investments (PDI) program that can result in clients paying performance‑based fees to non‑affiliated private funds (with the firm receiving a portion of such fees) and for requiring accredited and qualified client standards for participation. The firm also combines traditional advisory services with digital and sub‑advised offerings — including a Wealth Club Network delivered via a Betterment institutional arrangement and technology/services from FinLife Partners/United Capital — and discloses use of testimonials, endorsements and third‑party ratings in its marketing, with related conflicts and mitigation steps addressed in the brochure.
To learn more about the advisors currently working at Artifex Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dayton, OH
| 3
| |
Dayton, OH
| 4
| |
Oakwood, OH
| 21
| |
Oakwood, OH
| 22
| |
Dayton, OH
| 1
|
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