Artemis Financial Advisors
Leigh Bivings, Ph.D., CFP, CDFA
CDFA, CERTIFIED FINANCIAL PLANNER™ Certificant
9 Years of Experience
- Firm CRD# 146203
- Series 65
- CRD# 5486919
- SEC File# 801-71138
Offers & Pledges
- I provide a free initial consultation:
Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by working with them to develop and implement a comprehensive financial strategy.
Artemis offers a fully integrated suite of financial planning, and investment management services. We also have a specialty in divorce financial analysis, utilized by individuals prior to and during the divorce process.
Through our integrated services, we help our clients develop a sense of clarity about their financial goals and confidence in their ability to achieve them. We manage our clients’ investments dynamically, with an approach that is cost effective and tax efficient. We execute, monitor, and adapt their strategies over time through discretionary investment management services, regular review, and ongoing support.
We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, or money managers. The only compensation we receive is from our clients, and it is fully and clearly disclosed prior to our engagement as advisors.
We invite you to contact us to see how we can help you to achieve your goals.
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FAQs
Do you have a customer satisfaction or refund policy?
Financial Planners
What are your qualifications? What is your education background?
What is your approach to financial planning?
What services do you offer?
How many clients do you currently manage?
Will you be the only person working with me?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Do you offer any guaranteed results?
How much risk should I be willing to take?
Have you ever been charged with any breaches?
Financial Advisors
What services do you provide? What are your specialties?
What financial institution(s) do you represent?
How do you charge for your services?
Do you provide a free initial consultation?
-
Do you have a customer satisfaction or refund policy?
No -
What are your qualifications? What is your education background?
I have a Ph.D. in economics, and many years of experience conducting investment research, managing assets and developing strategic plans -
What is your approach to financial planning?
We address our clients’ planning needs in a modular fashion as and when they are arise. We believe that our focus on priorities is more cost-effective for our clients, fits better with their busy lives, and increases the likelihood that our recommendations can and will be implemented. -
What services do you offer?
Financial planning, divorce financial analysis, and discretionary investment management services -
How many clients do you currently manage?
15 client families -
Will you be the only person working with me?
I would be your primary point person but I work with a junior advisor who will also be part of the team. -
How are you compensated? How will I pay for your services?
I am a strict, fee-only firm and do not receive any compensentation from brokerage houses or product providers -
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
No, I work under a discretionary model. -
Do you offer any guaranteed results?
No -
How much risk should I be willing to take?
Depends on your current assets, goals, time horizon, tolerance for risk and other variables. -
Have you ever been charged with any breaches?
No -
What services do you provide? What are your specialties?
Retirement planning, divorce financial analysis, investment management -
What financial institution(s) do you represent?
None -
How do you charge for your services?
AUM-based fee for investment management, project fee for planning work, hourly fee for divorce financial analysis -
Do you provide a free initial consultation?
Yes
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