Artifex Financial GroupReviews of artifexfinancial.com

With personable service, state of the art financial software, and sound advice I feel like Doug, Alex and the entire group have provided a financial plan geared towards my and my family’s needs. I strongly recommend this group.

My wife and I have been with Artifex and Doug Kinsey since 2009. After the recession we wanted to partner with a fiduciary advisor who would listen to our life goals and take the emotion out of investing. We felt Doug truly listened to us and would be there to not only develop a comprehensive plan but also to bounce ideas off of and be there as a true counselor. Doug understands our risk tolerance, life goals and needs and our plan reflects such. Doug has been there through life's ups and downs always providing thoughtful counsel while making any plan changes that are needed. The Artifex budget and financial tools have evolved over the years and now their new tool reflects real time information . We can view how our personal and financial goals match and make adjustments as needed. We highly recommend Artifex and Doug Kinsey to work in a clients best interest using a collaborative approach.

As an estate planning attorney, I have worked with Doug's clients for more than a year. I have always been impressed with the financial plans I have seen because they are detailed but very user friendly. I am also impressed with Doug's knowledge and attention to detail by making sure that his clients tend to their estate planning as part of their financial planning.

After my wife and I's initial meeting with Doug and Darren we both knew this was a financial team we wanted to work with. There was no talk of get rich quick schemes, just a long term plan for our financial well being going into our retirememt years. They covered every aspect of our lives, a will for our assets, power of attorney for our health directives, and so much more. We felt like nothing was left out.They made sure we had copies of everything so we could give our grown children a copy so they knew what to expect if something were to happen.On a side note, when my father inlaw passed, they helped my wife through all of the unsettled paperwork that he had left undone. These guys are always willing to meet with you when something comes up and help you make the best decision possible. And last but not least these guys are trustworthy. I actually have a meeting scheduled with Darren to discuss how I am going to take my social security in April. There are several ways to collect it and he wants to go over all of my options so I can make the best decision for my wife and I. If your looking for a financial planner/ life planner, this is the group to call, you will not be disappointed.

We have been working with the Artifex team for over 4 years when we began early retirement. They have been invaluable in helping to develop and manage our retirement investments especially through the rollercoaster of 2020. The team is friendly, down to earth, knowledgeable, responsive and current with trends and tools.

Retirement is a very personal decision. My wife and I felt we had saved sufficiently for retirement but recognized that professional guidance to better manage retirement spending would be beneficial. That led us to Artifex Financial Group. We could not have been happier with the decision. From the onset, The Artifex Group, and in particular our financial guide, Doug Kinsey, helped us navigate multiple scenarios to ensure good wealth management for the remainder of our retired life – into our late 90’s. By the time we settled on how best to distribute our assets, we had a solid financial plan along with active portfolio management provided by Artifex. Making decisions about money is as much emotional as cognitive. Artifex uses the sophisticated FinLife client experience website, to draw out not only where to put money, but why, how and what’s important to us. That’s very personal. The FinLife dashboard visually affirms all aspects of portfolio management in an easy-to-use portal. We, and our Artifex financial management team, are all connected through this single platform. We would highly recommend Artifex Financial Services to families needing a solid retirement strategy. And, because it’s a fee-based company, we trust the staff, like Doug, are working in our best interests, not others.

My wife Gail and l needed a financial advisor. I was about to retire. I contacted Darren from your Oakwood office. He was very foreright and open describing artifice services and it's fiduciary principles. My wife and l set up meeting with Lex and Darren. We decided to sign on with artifice after interviewing two other financial service companies. We thought Darren and Lex were very professional, and liked how they made us feel comfortable with a very important decision. It is very stressful too choose someone to watch over your life savings. They both were understanding of our concerns. Gail and l were impressed with the approach Darren and Lex utilized to show us how your web design would develop our portfolio. The interpersonal tools designed to determine our risk tolerance and the tools to help us prioritize important personal character factors. This communication between Gail and myself goings through these exercises was very insightful. We also gained trust in Darren and Lex and the artifex approach in developing our portfolio. We look forward to meeting the rest of the artifex team and having a long successful partnership.

My wife and I have been clients of Doug and Artifex for many years. Doug and Artifex have been with us as the seasons have changed in our lives; making sure we had enough life insurance; making sure there were funds for college; and now making sure our financial goals align with our retirement plans. Not only are Doug and the entire Artifex team a pleasure to work with, they are now using a tool (FinLife Guide Center) that has taken our financial planning to the next level. Doug and his staff walked us through a series of questions to help us better understand our needs and wants in retirement; our tolerance for risk; and provide a real time gauge of how our results compare to our expectations. The tool allows us to see our returns and net worth in real time and can be used to easily make adjustments as needed. It is reassuring to my wife and me that Doug and Artifex invest in tools that allow us to have piece of mind. I would highly recommend Doug and the Artifex team to anyone looking for an advisor that will partner with you and be with you every step of your journey.