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Free Financial Planning Tools

Discover our Free Tools and Helpful Guides to Financial Planning

Articles and White Papers

6 Failed Beliefs That Are Damaging Your Financial Well-Being, And What To Do About It
Roth IRAs: To Convert Or Not To Convert, That Is The Question
12 Key Questions Every Retiree Must Answer
Maintaining Financial Confidence During the Pandemic

New Client Forms

Confidential Financial Profile

Online Tools

What's Your Money Mind?
Does Your Portfolio Match Your Risk Preference?
Try Out My Blocks Financial Planning Topics

Videos

Behind the Retirement Planning 8 Ball
About Artifex Financial Group
The benefits of working with a fee-only advisor
An Interview with Doug Kinsey, Founding Partner
Harvard Business School video of Doug Kinsey

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Books / Podcasts / Links

Read about how the Executive Producer of "The Big Bang Theory" transformed his thinking about investments.
A Foundation Built on Great Ideas, Dimensional Fund Advisors
How Much Income Do You Need in Retirement?
The Value of a Financial Advisor:

Book Recommendations:

The Wisdom of Finance: Discovering Humanity in the World of Risk and Return by Mihir Desai.
The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing by Michael J. Mauboussin.
Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction by Bert Whitehead, et al.

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About us

Artifex Financial Group is a fee-only wealth management firm that was founded in 2007 by Doug Kinsey, CFP®, AIFA®, CIMA® and Darren Harp, AIF®. We focus on the financial planning, tax and investment needs of individuals and families in the central and southwest Ohio area.

We promise you straight talk, independent and objective advice, open access, the highest professional standards, and an excellent value for your money.

Learn more here