Artifex Financial Group
Artifex Financial Group provides comprehensive, objective and unbiased financial planning and investment advice to individuals and corporate retirement plans. The firm’s partners have over 30 years of combined experience in the financial services industry, including bank trust, investments, and general insurance. They focus on the financial planning, tax and investment needs of individuals and families in the central and southwest Ohio area. Artifex promises you straight talk, independent and objective advice, open access, the highest professional standards, and an excellent value for your money.
Artifex Financial Group specializes in creating custom ESG portfolios that adhere to your specific preferences.
They are also members of the Investments and Wealth Institute and the CFA Institute.
Artifex advises clients in the following areas: Investment management and consulting; tax planning; tax preparation; insurance and risk management; retirement and pre-retirement planning; college education funding; cash flow and budgeting; fixed-income planning; ESG (Environmental, Sustainable and Governance) investing.