True partners and advisors for life and wealth planning 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.

The operations manager exceeded… The operations manager exceeded expectations in handling my distribution request timely and accurate.

My wife Gail and l needed a financial… 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.