At Artemis Financial Advisors, three important elements define our approach. We are fee-only, client fiduciaries, and comprehensive in our services.
We have no financial relationships with any brokerage firms, mutual fund companies, or money managers. The only compensation we receive is from our clients, and it is fully and clearly disclosed prior to any engagement.
Unlike many financial advisors and brokers, we are legally obligated to act in the best interests of our clients, not our firm. Our commitment to this fiduciary standard means that our objectives are fully aligned with our clients’ best interests, at all times and under all circumstances.
We believe the best investment strategy for all clients is an outgrowth of a proper financial planning exercise that addresses all of their financial needs and goals. Our capabilities span estate and tax planning, risk management and insurance, investment management, education and healthcare planning and cash flow management. We also often act as our client’s quarterback, coordinating their needs with their other advisors.
We invite you to contact us to see how we can help you to achieve your goals.