Soltis Investment Advisors adds Artifex Financial Group
Founded in 2007, the Dayton, Ohio firm advises more than $325 million of client assets for over 300 households and local businesses.
Takeaways
- Artifex Financial Group is a financial planning and wealth management firm.
- Soltis Investment Advisors is acquiring Artifex Financial Group with backing from LLR Partners.
- The target serves individuals, families, and local businesses across Dayton, Ohio.
LLR Partners-backed Soltis Investment Advisors brought in Dayton, Ohio-based Artifex Financial Group, a financial planning and wealth management firm.
Founded by Doug Kinsey and Darren Harp, Artifex serves individuals, families and local businesses with more than $325 million of client assets.
The firm offers personal financial advice, active investment management, business consulting and tax and accounting services.
Kinsey and Harp will remain in active leadership roles within the organization, bringing more than 50 years of combined experience.
Soltis, an RIA based in St. George, Utah, manages or advises about $14 billion of client assets across the U.S. Terms were not disclosed for the add-on, which had Alaris Acquisitions as transaction advisor.
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