wiseradvisor

Doug Kinsey
Artifex Financial Group, LLC

Tel: (885) 752-6644
2305 Far Hills Avenue
Dayton, OH 45419

Fee-Only Total Wealth Management Since 2007

Artifex Financial Group, LLC | Financial Advisor in Dayton ,OH


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
Name of Custodial Firm:   TD Ameritrade Institutional, Folio Institutional and Betterment
Number of Years with Current Firm:   12


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry, Financial Planning Association (FPA), 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



Faqs

  • Do you have a customer satisfaction or refund policy? We do guarantee your satisfaction or you may cancel our agreement at any time without penalty.
  • What are your qualifications? What is your education background? CFP, CIMA, and BA from The Ohio State University. Currently pursuing a Masters in Management & Finance at Harvard University. Have done graduate work at the University of Chicago for the CIMA Certification.
  • What is your approach to financial planning? We believe that financial planning should be comprehensive, and take into consideration all aspects of a client's life - goals, current and expected financial condition, risk exposure, tax management, investment strategy, etc.
  • What services do you offer? General and specific financial advice for individuals and business owners. Tax services. Investment management. Business consulting.
  • How many clients do you currently manage? 250
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Doug Kinsey

Doug Kinsey

CERTIFIED FINANCIAL PLANNER™ Certificant, CDFA

Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio.

Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program.

Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor.

Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM