Top Financial Advisors In Oakwood, OH

ARTIFEX FINANCIAL GROUP, LLC is a reputable financial firm that specializes in providing expert guidance and solutions for their clients' financial needs. With years of experience in the industry, their team of qualified advisors offers personalized financial plans to suit each client's unique goals and objectives. This includes a wide range of services such as investment and wealth management, retirement and estate planning, tax planning, and insurance solutions. The firm prides itself on empowering their clients to make informed financial decisions by continuously monitoring and adjusting their portfolios to align with their objectives. They also provide ongoing support and guidance to help clients navigate through various market conditions. Founded in [year], ARTIFEX FINANCIAL GROUP, LLC currently manages over [amount] in assets and has a team of [number] experienced advisors. Their fee structure is based on a percentage of assets under management, ensuring that their interests are in line with their clients' and that their recommendations are always in the best interest of the clients. Their advisors operate on a fee-only basis, meaning they do not receive any commissions for recommending financial products or services. The team at ARTIFEX FINANCIAL GROUP, LLC is highly qualified and holds certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Retirement Planning Counselor (CRPC). This showcases their expertise in areas related to financial planning and investment management. It is important to note that when working with any financial advisor, it is essential to review their disclosures. ARTIFEX FINANCIAL GROUP, LLC has a clean record with no regulatory actions, disciplinary proceedings, legal or arbitration proceedings, or criminal convictions in the past 10 years.