Artifex Advisory Group
Why pick this one
Artifex Advisory Group focuses on custom investment management and offers a free financial plan consultation for new clients.
Best for
- high net worth individuals seeking retirement planning
- business owners needing employee benefit solutions
Look elsewhere if
- small investment accounts
- clients looking for quick, transactional services
Specialties
- investment planning
- financial planning
- retirement income management
- business retirement plans
Certifications
- Registered Investment Advisor
What makes them different
- Fiduciary duty to align interests with clients
- Focus on high net worth individuals
- Offers alternative investment opportunities
- Custom portfolio management based on risk tolerance
- Free financial planning consultation available
- Years in business
- 24
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 2500 Regency Pkwy, Cary, NC 27518
- Phone
- 8002761377
- Website
- http://www.artifexadvisory.com/
- micah@micahrich.com
Services
- financial planning services
- investment advisory
- retirement planning
- employee benefits consulting