We’re writing with an important firm update: our merger with Soltis Investment Advisors is now official.
If you’ve been with us for years, you know we don’t make changes lightly. We’ve always believed that great financial advice starts with trusted relationships, clear planning, and disciplined decision-making—especially when markets, tax rules, and life circumstances all seem to change at once. This partnership is designed to strengthen what we already do well while giving our team additional depth and resources to serve you over the long term.
What was announced
On June 3, 2026, Soltis Investment Advisors, LLC (“Soltis”), an SEC-registered investment adviser with approximately $14 billion in client assets, announced the acquisition of Artifex Financial Group, a financial planning and wealth management firm headquartered in Dayton, Ohio.
Artifex was founded in 2007 and serves more than 300 client households and local businesses. Our work has always centered on a planning-first approach—helping clients navigate complex decisions with a steady process, not headlines or hype. Alongside personal financial advice, our firm also provides investment management, business consulting, and tax & accounting services.
Soltis is based in St. George, Utah and provides comprehensive financial planning, investment management, and retirement plan services across the U.S. With the merger complete, we become part of a broader organization that shares a similar philosophy: emphasize relationships, build plans that can adapt, and implement investment strategies thoughtfully.
What this means for you (the most important part)
When a firm merger is announced, the natural questions are practical ones:
- Will I still work with the same advisor and team?
- Will my financial plan change?
- Will my accounts, custodians, or online access change?
- What happens to the service and responsiveness I’m used to?
Here’s the bottom line: our goal is continuity in your day-to-day experience—combined with added capability behind the scenes. You will continue to work with the people you know and trust, and we’ll communicate clearly in advance if any administrative updates are required.
As part of the announcement, Soltis emphasized that clients would continue working with their existing advisory teams while gaining access to broader planning and operational resources. That priority aligns with our own commitment: protect the relationship first, then improve the infrastructure around it.
Why we chose this partnership
A merger should make your advisory relationship stronger—not more complicated. We aligned with Soltis for several reasons that we believe will directly benefit clients.
1) More depth and support for comprehensive planning
Good planning is rarely one big decision—it’s a series of connected decisions over time: retirement timing, Social Security choices, tax strategy, risk management, estate planning coordination, charitable giving, and ongoing cash-flow management.
With Soltis, we gain access to expanded planning and operational resources that can help us:
- Maintain a consistent planning process across changing life stages
- Evaluate tradeoffs with more scenario analysis
- Coordinate efficiently when multiple planning topics converge (for example, retirement income + tax strategy + required distributions)
2) A larger investment team and broader firm resources
Disciplined investing is not about chasing last year’s winners. It’s about building a portfolio that fits your goals, time horizon, liquidity needs, and comfort with market risk—and then managing it with patience.
Being part of a larger platform can enhance the research, trading, and implementation capabilities that support your portfolio. Importantly, this doesn’t mean your strategy is changing. It means our team has more resources available to evaluate what you own, why you own it, and how it fits into your plan.
3) Strengthening service in Ohio—and across the Midwest
The press release described this merger as expanding Soltis’ geographic footprint with an additional servicing team and three offices across Ohio. That local presence matters. We live and work here, and we understand that “good advice” must fit the realities of your business, your family, your community, and your goals.
A key strength of our firm has always been accessibility and responsiveness. This merger is intended to reinforce that by giving us more operational support—so we can stay focused on client conversations and proactive planning.
What will change (and what won’t)
To keep things simple, here’s how to think about the transition.
What we expect to stay consistent
- Your relationship with your advisory team
- Your plan-first approach to decision-making
- Our commitment to clear communication and practical guidance
What may evolve over time
- Branding and firm materials: You may see updated logos, names, or disclosures as we integrate.
- Back-office processes: Over time, certain workflows may be standardized to improve efficiency.
- Additional resources available to you: You may see enhanced planning tools, broader firm insights, or expanded service capabilities.
What we recommend you do now
For most clients, nothing needs to change immediately. Still, there are a few constructive steps you can take:
- Save this update for reference. It can be helpful to have the basic “why” and “what it means” in one place.
- Bring questions to your next meeting. If you’re unsure how this affects your plan, your accounts, or your services, we’ll talk it through.
- Use this as a planning prompt. If you’ve had a recent life change—retirement timing, a business transition, a new grandchild, an inheritance, or a health event—let’s revisit the plan.
Our commitment going forward
Mergers can create uncertainty, even when they’re positive. We understand that trust is earned—through consistency, transparency, and follow-through.
Our commitment remains the same: help you make confident, long-term financial decisions with a thoughtful planning process, disciplined investment management, and guidance that respects your goals and values.
If you have questions about the merger with Soltis Investment Advisors or how it may relate to your financial plan, please reach out. We’re here, we’re listening, and we’re excited about the added strength and support this partnership brings.
This communication is for informational purposes only and is not individualized investment, tax, or legal advice. Advisory services are provided through Soltis Invesment Advisors, an SEC-registered investment adviser. Please consult your advisor regarding your specific situation.