National Retirement Planning Experts

National Coverage
Local Professionals

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419
(885) 7526644

Fee-Only Total Wealth Management Since 2007

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 Start Year

2007

No.of Employees

5-9

CRD#

1223159

Firm CRD#

140643

Name of Custodial Firm

TD Ameritrade Institutional, Folio Institutional and Betterment

Years of Experience in Financial Services

25

Number of Years with Current Firm

12

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Divorce Financial Analyst(CDFA)

Financial Organization Memberships

Financial Planning Association (FPA), Paladin Registry, National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

250

Firm's Number of Planning Clients

200

Firm's Number of Managed Clients

50

Assets Managed by Firm

$100,000,000