Artifex Financial Group
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Fee-Only Financial Planning and Investment Management
When you work with us, you can expect:
Straight talk. Artifex Financial Group doesn't sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You'll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other "financial planners."
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. Artifex Financial Group is committed to providing value that exceeds our fee. It's a concept that is virtually non-existent in the financial planning profession. But doesn't it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the high standards of NAPFA, The National Association of Personal Financial Advisors - your assurance of receiving the ethical and professional treatment you deserve.
Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.
Keywords
financial planning, investment management, tax planning, retirement income planning, tax preparation, estate planning, corporate pension & 401 consulting, fiduciary consulting, esg investment portfolios
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