HELPING FAMILIES MANAGE WEALTH

Life is complicated.  From family to work to church or extra-curricular activities, hobbies and everything in between, life is anything but simple these days.  The demands of your finances and keeping up with your investments can only add to life’s complications!

Whether you are a young family starting to save for vacation, college and retirement, or retired and needing to develop an income plan to protect and not outlive your assets, or anywhere in between, our service, advice and strategies can help simplify and de-stress the financial pieces of your life.

Below is a short list of services and advice we provide:

  • Budget & Savings Plans
  • Asset Protection
  • Investment management
  • Retirement Savings & Income Strategies
  • Comprehensive Financial Planning
  • Estate Planning
  • Charitable Planning

Why work with us?

  • Personal Service
  • Comprehensive Focus
  • Institutional Investment Strategies
  • State of the Art Technology for Client Use
  • Experience, Expertise, and Excellence

As a Registered Investment Advisor (RIA) firm, we always act in the interest of our clients.  We are not here to sell you an investment or insurance product.  We are here to serve you.

Please take 2 minutes to view our short introductory video:

video

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Artifex Advisory Group, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Artifex Advisory Group, Inc. a Registered Investment Advisor in the States of North Carolina (NC), California (CA), Texas (TX) and Louisiana (LA). Insurance products and services are also offered through Artifex Advisory Group, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states identified above or where otherwise legally permitted.