Updated November 02, 2023
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Artifex Financial

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$203M
Years in business6+

About Artifex Financial

Artifex Financial Group is a reputable registered investment advisory firm dedicated to helping individuals make informed financial decisions and achieve financial independence. With a commitment to transparency and client-centric services, here's an overview of their key strengths:

  1. Fee-Only Approach: Artifex Financial Group does not sell financial products or earn commissions. They are fee-only financial advisors, ensuring their primary focus is providing unbiased advice that is in the best interest of their clients.
  2. Comprehensive Financial Services: The firm offers a wide range of financial services, including wealth management, retirement planning, tax planning, estate planning, and insurance consultation. This comprehensive approach ensures all aspects of a client's financial life are considered.
  3. Client-Centric Approach: They emphasize the importance of a strong client-advisor relationship. Clients pay an annual retainer fee, allowing them unlimited access to the firm's expertise and guidance, ensuring their financial goals are met.
  4. Ethical Standards: Artifex Financial Group is committed to the NAPFA Fiduciary Pledge, demonstrating their dedication to providing ethical and professional treatment to clients.
  5. Impact Investing: The firm offers ESG (Environmental, Social, and Governance) and values-focused portfolios, allowing clients to align their investments with their personal values and social responsibility goals.
  6. Expertise in ESG Investing: Artifex simplifies ESG investing, offering tailored solutions that align with clients' values, addressing the complexities often associated with these strategies.
  7. Customized Solutions: They recognize that every client is unique, and they tailor investment portfolios to align with individual preferences, avoiding the "one size fits all" approach.

In summary, Artifex Financial Group stands out for its commitment to providing transparent, client-focused financial services, including comprehensive planning, ethical standards, and expertise in ESG investing. Their dedication to helping clients achieve financial security and aligning investments with personal values makes them a compelling choice for individuals seeking reliable financial guidance.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management
  3. Retirement
  4. Tax Strategy
  5. Small Business
  6. Lifestyle
  7. Estate
  8. High Net Worth

More about Artifex Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1406436

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Artifex Financial.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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