Featured Business Financial Advisor in Dayton, OH
Dayton Financial Advisors
Artifex Financial Group, LLC
2305 Far Hills Avenue
Dayton, OH 45419
Phone Number
“Fee-Only Total Wealth Management Since 2007”
Advisor Profile
Doug Kinsey
Name:  Doug Kinsey
Website:  Visit Website

About Artifex Financial Group, LLC

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are.

In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services.

We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.
 

General Information

Firm CRD#:    140643
CRD#:    1223159
Years of Experience in Financial Services:    25
Name of Custodial Firm:    TD Ameritrade Institutional, Folio Institutional and Betterment
Number of Years with Current Firm:    12
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Divorce Financial Analyst(CDFA)
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Assets Managed by Firm:    $100,000,000
Firm's Number of Managed Clients:    50
Firm's Number of Planning Clients:    200
Firm's Number of Clients:    250
 
 
 
 
 
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