Soltis Investment Advisors, a registered investment adviser with approximately $14 billion in client assets, has announced the acquisition of Artifex Financial Group, a financial planning and wealth management firm based in Dayton, Ohio. The deal adds three Ohio offices and an additional servicing team to Soltis’ growing national platform, strengthening its geographic footprint across the Midwest. Financial terms were not disclosed.
Founded in 2007 by Doug Kinsey and Darren Harp, Artifex advises more than $325 million in client assets and serves over 300 client households and local businesses. The firm brings a planning-first approach and disciplined investment philosophy, offering personal financial advice, active investment management, business consulting, and tax and accounting services. Artifex’s co-founders will hold active leadership roles within the organization following the acquisition, leveraging a combined 50-plus years of experience to support Soltis’ Midwest expansion through their deep client relationships and industry expertise.
Soltis said Artifex’s clients will continue working with the advisors they trust while gaining access to the broader planning and operational resources of the Soltis platform. St. George, Utah-based Soltis provides comprehensive financial planning and investment management services to individuals and families as well as retirement plan sponsor services across the United States. Alaris Acquisitions, an M&A advisory firm specializing exclusively in the wealth management industry, acted as advisor on the transaction.
KEY QUOTES:
“At Soltis, we look for partners who share our belief that great wealth management starts with trusted relationships. 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.”
Clark Taylor, Chief Executive Officer, Soltis Investment Advisors
“Since Artifex’s founding, our focus has been helping clients navigate complex financial decisions through thoughtful planning and disciplined investing. 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 Kinsey, Co-Founder, Artifex Financial Group
