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Artemis 
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Artemis 
Financial Services
Home
About
Services
  • Planning Programs
  • Wealth Management
  • Insurance and Protection
  • Giving With Purpose
  • Business Wealth Strategy
Your Wealth Library
  • Podcast
  • Speaking & Events
Contact
Client Portal
More
  • Home
  • About
  • Services
    • Planning Programs
    • Wealth Management
    • Insurance and Protection
    • Giving With Purpose
    • Business Wealth Strategy
  • Your Wealth Library
    • Podcast
    • Speaking & Events
  • Contact
  • Client Portal
  • Home
  • About
  • Services
    • Planning Programs
    • Wealth Management
    • Insurance and Protection
    • Giving With Purpose
    • Business Wealth Strategy
  • Your Wealth Library
    • Podcast
    • Speaking & Events
  • Contact
  • Client Portal

Financial Guidance Built for Business Owners

At Artemis Wealth, we help business owners make strategic financial decisions that support both the enterprise and your personal legacy. From retirement plans and insurance to tax planning, valuations, and succession. We’re your partner in building long-term wealth. 

See How We Can Help

It’s Not Just Business. It’s Your Future.

It’s All Connected—Your Business and Your Wealth

 As a business owner, your income, lifestyle, and long-term goals are deeply tied to how your business performs—but that doesn’t mean your business is your entire financial strategy. We help you understand how much you should pay yourself, how to use that income to meet personal wealth goals, and how to align your financial decisions across both worlds. We focus on making sure your business supports the bigger picture: your personal freedom, security, and legacy. 

Comprehensive Services for Business Owners & Founders

We offer tailored services that support the complex and evolving needs of business owners—whether you're a founder, nonprofit leader, or part of a growing team.

  • Retirement Plan Design & Management
    401(k), 403(b), SEP IRA, SIMPLE IRA—built around your team, cash flow, and tax goals.
     
  • Tax Planning for Business Owners
    Strategic tax planning that considers entity structure, compensation, and future exits.
     
  • Key Person & Buy-Sell Insurance
    Protect your business with insurance strategies that ensure stability and succession.
     
  • Disability & Income Protection for Owners
    Safeguard your ability to earn and protect operations in the event of injury or illness.
     
  • Business Succession & Exit Planning
    Plan for a smooth, profitable transition—whether you sell, retire, or pass it on.
     
  • Charitable Gifting Strategies
    Align your values and tax strategy through intentional giving.
     
  • Business Valuations
    Understand what your business is worth—and how to leverage that value in your broader plan.
     

Retirement Plans That Work—for You and Your Team

Offering a retirement plan is more than just a benefit—it’s a tool for tax strategy, employee retention, and owner wealth building. We’ll help you design and manage a retirement plan that aligns with your goals, cash flow, and compensation structure. Already have a plan? We’ll review it for cost, performance, and fit.

For the Business

  •  Boost retention with strong benefits
     
  • Stay compliant and competitive
     
  • Streamline administration

For the Owner

  •  Maximize tax-deferred savings
     
  • Build retirement wealth
     
  • Integrate with personal financial strategy

Need a Bigger Picture Plan? We’ve Got You.

As a business owner, your personal and business finances are closely linked, but most planning advice only looks at one side. Our financial planning programs help you bridge that gap. From determining how much to pay yourself to building a long-term strategy for investing, taxes, and giving, we help ensure your income and decisions support your bigger financial goals. 

Explore Our Planning Programs

You’re in the Right Place If You’re a Business Owner Who’s:

  •  Leading a growing company or nonprofit
     
  • Looking to offer or improve a retirement plan
     
  • Seeking tax efficiency for both business and personal finances

  • Preparing to exit, sell, or pass down your business
     
  • Wanting a partner who sees the full picture, not just one piece of it

Your Business Is a Tool—Let’s Use It to Build Real Wealth

You’ve worked hard to build something of value. Now it’s time to make sure that business supports your personal freedom, your long-term goals, and the legacy you want to leave. We’ll help you connect the dots between income, impact, and wealth.

Schedule a Strategy Call

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Artemis Wealth Management

12645 Olive Blvd, 2nd Floor, Creve Couer, MO 63141

Call 314-527-2338 or Text 314-529-1516

Check the background of your investment professional on FINRA's BrokerCheck.  

Securities and advisory services offered through LPL Financial, a registered advisor. Member FINRA, SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AR, FL, GA, IL, LA, MD, MI, MO, NC, NY, OK, RI, SC, TX, WA   

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