Artifex Financial Group
About
We are a fee-only financial consulting firm. We are passionate about enhancing the net worth of our clients and helping them make sound financial decisions. Our areas of expertise are with individuals, families and business owners in the Cincinnati, Dayton and Columbus areas.
I am one of the founding partners, and have spent over 20 years practicing in this area. I have several certifications, including Certified Financial Planner and Certified Investment Management Analyst, and am in the process of completing a Masters degree in Management from Harvard University.
You can find me on LinkedIn as well and learn more about my philosophy and qualifications.
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Frequently asked questions
What is your typical process for working with a new customer?
We offer a complimentary in-office discussion at one of our convenient locations or via Zoom Meetings where we can get to know each other, and so that we can determine how best to help you. After that, we'll develop a customized program for you and establish a reasonable fee for our services. Then, we are your personal CFO for all things financial.