Trusted Advice,
Comprehensive Solutions
At Artemis, we offer highly personalized financial planning, sustainable investing, and wealth management services operating as an independent, fiduciary, and fee-only firm. Our clients receive the same expertise found in large institutions but accompanied by the degree of care and individual focus only a boutique advisory firm can provide.
financial planning
Clarity And Confidence At Every Step
Each plan we develop is fully customized and suited to our client’s particular needs, goals, and concerns. Our services are geared to both individuals and couples, professionals beginning their careers, in transition, or approaching retirement. No matter what stage you find yourself in, we provide targeted recommendations that are actionable and bring you closer to realizing your long-term objectives.
Wealth Management
Partners in Growth Guided By Your Values
Our approach is built upon a foundation of clear investment goals, diversification, screening for environmental, social, and governance (ESG) risk factors, efficient execution, and opportunistic rebalancing. We seek excess returns through a dynamic asset allocation process that emphasizes diversification – not just across asset classes, but across risk factors, market sectors and regions.
Wealth Management
Partners in Growth Guided By Your Values
Our approach is built upon a foundation of clear investment goals, diversification, screening for environmental, social, and governance (ESG) risk factors, efficient execution, and opportunistic rebalancing. We seek excess returns through a dynamic asset allocation process that emphasizes diversification – not just across asset classes, but across risk factors, market sectors and regions.
We Think About Women’s Wealth Differently, You Should Too.
In the next decade, shifting demographics are going to place more wealth in women’s hands than seen previously. Women are increasingly being recognized as a force of change, not just in their families and the workforce, but in how they are using and investing their money.
Women tend to think about wealth decisions differently than men do and have different needs and goals. At Artemis, we act as a financial advocate for women of all walks of life, and offer specific advisory services and mentorship to suit their needs and preferences.
Read Our Latest Insights
Key Takeaways from Our Disability Insurance Webinar
Back in March, I co-hosted a disability insurance webinar with Bill McKernan, Managing Director of the McKernan Financial Group. We shared insights on how high-income professionals should think about disability insurance and incorporate it as a key aspect of
