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Category: General News

News, awards, media articles and other items of general interest to our clients.

Welcome Scott Gillespie

May 4, 2020 BY

Artemis Financial Advisors is excited to announce that Scott Gillespie has accepted our offer to join the Artemis team. Scott will officially start in his role as Portfolio Manager at the end of May.

Scott brings a wealth of experience supporting the needs of high net worth families, individuals, and small institutions. Most recently, he worked at Little House Capital, a registered investment advisory (RIA), as … Read more

Mark Haser Earns CFP® Designation

March 11, 2020 BY

Artemis Financial Advisors is proud to announce that Mark Haser has earned the designation of CERTIFIED FINANCIAL PLANNER™.   

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: general financial planning principles, insurance planning, education planning, investment planning, tax planning, … Read more

New Offering: Basics of Personal Finance Course

February 15, 2019 BY

Artemis is pleased to announce a new service offering designed to teach young professionals the basics of personal finance. Taught by a member of the Artemis team, the course covers everything a recent graduate needs to know to begin to manage their financial affairs responsibly.

Topics Covered:

  • How to establish a budget and savings goals
  • Principles of sound investing
  • Managing credit and debt
  • How to optimize
Read more

CEO Leigh Bivings Receives 2019 Five Star Wealth Manager Award

February 6, 2019 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

To receive the Five Star … Read more

CEO Leigh Bivings Receives 2018 Five Star Wealth Manager Award

March 6, 2018 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

To receive the Five Star … Read more