Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group
Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group
The addition expands Soltis’ geographic footprint with an additional servicing team and three offices across Ohio
ST. GEORGE, Utah & DAYTON, Ohio--(BUSINESS WIRE)--Soltis Investment Advisors, LLC (“Soltis”), a Registered Investment Adviser (“RIA”) with approximately $14 billion of client assets, announced today the acquisition of Artifex Financial Group, a financial planning and wealth management firm based in Dayton, Ohio.
Founded in 2007 by Doug Kinsey and Darren Harp, Artifex advises more than $325 million of client assets and serves over 300 client households and local businesses. The team brings a planning-first approach and disciplined investment philosophy, working with clients to support confident, long-term decision-making. Alongside personal financial advice, the firm also offers active investment management, business consulting and tax & accounting services.
“At Soltis, we look for partners who share our belief that great wealth management starts with trusted relationships,” said Clark Taylor, CEO of Soltis. “I’m thrilled to welcome the Artifex team to the Soltis platform. This will enable us to strengthen our support in the Midwest, with Artifex’s clients continuing to work with the advisors they trust while gaining access to the broader planning and operational resources of Soltis.”
Artifex Co-Founders Doug Kinsey and Darren Harp will hold active leadership roles within the organization, leveraging a combined 50+ years of experience to help expand Soltis’ Midwest presence through their deep client relationships and industry expertise.
“Since Artifex’s founding, our focus has been helping clients navigate complex financial decisions through thoughtful planning and disciplined investing,” said Doug Kinsey, Co-Founder of Artifex Financial Group. “This partnership with Soltis allows us to continue serving our clients while giving them access to a deeper investment team and expanded planning resources.”
“Doug and I built Artifex on a shared commitment to client relationships, trust and long-term stewardship,” said Darren Harp, Co-Founder of Artifex Financial Group. “With Soltis, we are thrilled to continue to support our clients while helping to expand the firm’s presence and growth across the Midwest.”
Alaris Acquisitions, an M&A advisory firm specializing exclusively in the wealth management industry, acted as the advisor for this transaction.
About Soltis
Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah with approximately $14 billion in assets under management and assets under advisement across the U.S. Soltis provides comprehensive financial planning and investment management services to individuals and families as well as retirement plan sponsor services. For more information, visit www.soltisadvisors.com.
About Artifex Financial Group
Artifex Financial Group is a fee-only wealth management firm dedicated to helping individuals and families pursue their long-term financial goals through personalized financial planning and disciplined investment management. The firm partners closely with clients to simplify financial complexity and support confident decision-making across every stage of life. For more information, visit www.artifexfinancial.com.
Contacts
Justin Egbert
justin.egbert@soltisadvisors.com
Jeff Harris
jeff.harris@soltisadvisors.com
Emily Oakes
eoakes@llrpartners.com
