Soltis Investment Advisors Acquires Artifex Financial Group

Soltis Investment Advisors, LLC, an RIA with approximately $14 billion of client assets, has acquired Artifex Financial Group, a financial planning and wealth management firm based in Dayton, Ohio.

Founded in 2007 by Doug Kinsey and Darren Harp, Artifex advises more than $325 million of client assets and serves over 300 client households and local businesses. Alongside personal financial advice, the firm also offers active investment management, business consulting and tax & accounting services.

“At Soltis, we look for partners who share our belief that great wealth management starts with trusted relationships,” said Clark Taylor, CEO of Soltis. “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.”

Artifex Co-Founders Doug Kinsey and Darren Harp will hold active leadership roles within the organization.

“Since Artifex’s founding, our focus has been helping clients navigate complex financial decisions through thoughtful planning and disciplined investing,” said Doug Kinsey, co-founder of Artifex Financial Group. “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 and I built Artifex on a shared commitment to client relationships, trust and long-term stewardship,” said Darren Harp, co-founder of Artifex Financial Group. “With Soltis, we are thrilled to continue to support our clients while helping to expand the firm’s presence and growth across the Midwest.”

Alaris Acquisitions, an M&A advisory firm specializing exclusively in the wealth management industry, acted as the advisor for this transaction.