We don’t just tell you what to do with your money—we teach you why it matters. You stay in control, while we guide you with the same tools the ultra-wealthy have used for decades to build wealth.
At Artemis Wealth Management, we believe wealth planning should empower you—not confuse or control you. Hiring a financial planner doesn’t mean giving up control; it means gaining a partner who listens, educates, and helps you make informed decisions that align with your values and goals.
We provide the “why” behind every recommendation so you understand your strategy, not just the outcome. We don’t push products or quick fixes—we create a personalized roadmap built around you, your goals, and your definition of wealth. You’re the driver; we’re your GPS for the journey.
Learn more: About
As an independent financial advisor, we’re not tied to one company’s products or quotas. That means our advice is based solely on what’s best for you—not what benefits a firm.
At Artemis Wealth Management, independence gives us the freedom to design strategies aligned with your goals, values, and timeline—not corporate sales agendas.
Learn more: Wealth Management
Yes—we operate as fiduciaries, which means we’re legally and ethically required to act in your best interest at all times.
Being a fiduciary isn’t just a title—it’s our foundation. We’re held to one of the highest standards in the industry, ensuring that every recommendation we make is based on what’s right for you, your goals, and your financial wellbeing.
We’re a fee-based fiduciary firm, which means we provide transparent, advice-driven planning with no hidden commissions.
For investment management, we charge a clear advisory fee based on assets under management. For certain insurance or annuity solutions, commissions may apply—but only when they make sense for your overall plan. You’ll always know exactly what you’re paying, why, and how it benefits you.
Learn more: Wealth Management • Insurance Solutions
We work with individuals, couples, and business owners who are earning, inheriting, or managing wealth—and want an experienced fiduciary partner to help them optimize it with clarity, purpose, and long-term strategy.
At Artemis Wealth Management, we partner with women, men, couples, and other marginalized communities who are ready to take a proactive, empowered approach to their finances. Many of our clients are established professionals, entrepreneurs, or first-generation wealth builders who want to make intentional use of what they’ve already achieved and maximize future opportunities.
We also serve clients navigating significant life transitions—such as inheritance, business expansion, divorce, or widowhood—who need a trusted expert to help organize, protect, and align their wealth with their next chapter. Whether you’re growing, restructuring, or preparing to pass wealth forward, we provide the education, structure, and partnership to help you stay confidently in control of every financial decision.
Learn more: Financial Planning • Wealth Management
Yes. We’re fully licensed fiduciary financial planners with over 12 years of experience, regulated under state and federal standards.
We hold the professional licenses required to deliver investment advice, financial planning, and insurance solutions. Our focus is on real-world experience, ethics, and transparency—not gatekeeping designations. You can count on honest guidance and accountability at every step.
A financial planner helps you organize, prioritize, and manage your money so every decision moves you closer to your goals.
Unlike product salespeople, we integrate cash flow, debt management, investing, insurance, and tax strategy into one cohesive plan. Our role is to align your day-to-day decisions with your long-term vision so you can build real financial independence.
Learn more: Programs
Financial planning helps you organize, prioritize, and manage every part of your financial life — from cash flow and investments to taxes, insurance, and long-term goals.
At Artemis Wealth Management, financial planning means giving you structure, clarity, and a roadmap. We look at your full financial picture — income, debt, investments, retirement, tax planning, insurance, and goals — and build a plan that’s tailored to your values and lifestyle. You stay in control of every decision, and we walk with you step-by-step so you fully understand the “why” behind the strategy.
Learn more: Financial Planning
Financial coaching builds habits. Financial planning builds strategy — and our planning programs include coaching as part of your ongoing support.
Coaching alone helps with mindset, budgeting, and habits. Financial planning integrates investment strategy, retirement planning, tax optimization, risk management, and long-term goals. Our planning programs include coaching as ongoing education and support but we do not offer coaching as a stand-alone service.
Learn more: Financial Planning
Financial planning programs give you structured support, clear direction, and ongoing guidance — not just a one-time conversation.
Planning programs are designed to give you a partner in your financial life, not a single meeting. Instead of piecing things together or paying per appointment, a program provides a roadmap, accountability, and regular check-ins so you can follow through and adapt as your life changes.
Clients choose programs because they offer:
If you only need help with something specific, I do offer one-time and hourly planning.
But for most people — especially women, first-generation wealth builders, and those inheriting wealth — ongoing support creates the strongest long-term results.
Learn more: Financial Planning
Yes — we offer one-time financial planning for clients who want a comprehensive snapshot and clear recommendations, without ongoing support.
A one-time plan includes a full financial analysis and a customized action strategy you can implement on your own. This option does not include ongoing access, financial coaching, accountability, or regular reviews. If you want continued support, education, and real-time guidance as your life evolves, our ongoing financial planning programs are the better fit.
Learn more: Financial Planning
Yes — if you need focused guidance on a specific financial question, we offer hourly sessions.
Hourly planning is ideal for targeted needs such as advanced tax strategy, inheritance questions, business planning, or a one-time financial check-in. These sessions can include collaboration with your CPA, attorney, or our advanced tax partners. Hourly planning does not include ongoing access or coaching.
Learn more: Financial Planning
Meeting frequency depends on your financial planning program — but most clients meet quarterly, with additional meetings during major life changes.
Each program includes its own meeting schedule and review structure. Some clients meet monthly during transitions, while others meet quarterly for ongoing support. Your plan is reviewed and updated based on your program level and your changing goals.
You’ll always have the ability to reach out between meetings, and we’ll proactively schedule reviews to make sure your plan stays aligned with your life.
Learn more: Financial Planning
No — we don’t have a minimum to get started. Your needs determine which financial planning option is the best fit, not your income or assets.
We work with individuals, couples, business owners, and other marginalized communities who are earning, inheriting, or managing wealth at different levels. You don’t need millions to get real financial guidance — you simply need the intention to build or optimize your financial life.
Most clients choose a planning program because they want ongoing support, regular reviews, education, and access to their advisor. But we also offer one-time or hourly planning when you need targeted guidance without a long-term commitment.
Learn more: Financial Planning
Yes — retirement planning is a core part of financial planning. We help you prepare, transition, and confidently manage income in retirement.
Retirement planning includes analyzing your current accounts, projecting future needs, optimizing contributions, coordinating Social Security timing, and building a tax-efficient withdrawal strategy. Whether you’re decades away or approaching retirement soon, we help you understand what’s possible and create a plan that supports long-term stability.
Learn more: Financial Planning
eiusLearn more: all major retirement accounts — including 401(k), 403(b), 457, IRA, Roth IRA, SEP, SIMPLE, and inherited retirement accounts.
We help you evaluate all your retirement assets and create a coordinated strategy across employer plans, IRAs, and personal investments. We can also guide you through rollovers, plan consolidation, inherited IRA distribution requirements, and employer-sponsored plan decisions.
Learn more: Wealth Management Business Wealth Strategies
Yes — we help you understand inherited IRA rules, create compliant withdrawal strategies, and manage the tax impact with confidence.
Inherited IRAs have strict rules and timelines. We guide you through required distributions, tax impacts, coordination with your CPA, and how inherited assets fit into your broader retirement and investment strategy.
Learn more: Tax Planning Financial Planning
Tax planning looks ahead to minimize taxes before they happen—not just report them after.
We integrate proactive strategies like Roth conversions, charitable giving, and business deductions to reduce lifetime tax liability and maximize after-tax wealth.
Preparation reports history; planning shapes your future.
Tax preparation is backward-looking. Tax planning anticipates your income, investments, and deductions ahead of time so you can make smarter financial moves all year long.
Yes—we collaborate with your CPA or connect you with trusted partners.
We believe in integrated strategy. Sharing information between your advisor and tax professional ensures your plan works seamlessly and avoids missed opportunities.
Absolutely. We design tax-efficient retirement and compensation strategies for business owners.
From entity selection and plan design to deductions and succession planning, we help you build long-term efficiency into your business wealth strategy.
Learn more: Business Owners
We manage IRAs, Roth IRAs, 401(k)/403(b) rollovers, brokerage, education, custodial, and ESG portfolios.
With over 12 years of fiduciary experience, we align each account type with your goals and tax strategy for long-term growth, flexibility, and purpose.
Learn more: Wealth Management
We start with your goals, risk tolerance, and timeline.
Using data-driven analysis and disciplined allocation, we design a globally diversified portfolio that grows with your life—not market noise.
Yes—we offer socially responsible portfolios that reflect your values without sacrificing opportunity.
Our ESG models consider environmental, social, and governance factors, letting you invest intentionally while maintaining balance and diversification.
Yes—we include insurance evaluation in every plan to help protect what you’ve built.
We identify protection gaps and recommend options that fit your life, family, and business needs. Insurance isn’t about products—it’s about protecting your financial foundation.
Learn more: Insurance Solutions
Yes—when suitable, annuities can provide guaranteed income and protection from market downturns.
We evaluate fixed, indexed, and variable options based on your long-term income goals and liquidity needs—always with transparency.
Yes—we design and manage retirement and benefit plans for small businesses and nonprofits.
We advise on 401(k), 403(b), SEP, and SIMPLE IRA plans and provide fiduciary oversight, investment menus, and employee education. Business owners get direct access to us—not a call center.
Yes—our corporate partnerships include employee financial wellness programs.
We provide group workshops, on-site training, and webinars that complement our 401(k)/403(b) plan services, empowering employees to make better financial choices.
Our Lite, Elite, and Premier programs offer three levels of ongoing planning and investment management.
Each includes structured meetings, continuous support, and personalized guidance. You can upgrade as your wealth and goals grow.
Learn more: Programs
Yes—we offer customized, project-based financial planning for specific goals.
From buying a home to handling inheritance or retirement rollovers, we can design a one-time plan that delivers clarity and direction without long-term commitment.
Yes—we host community workshops and destination retreats designed to make financial planning approachable and empowering.
Our events break down barriers and help participants understand wealth from a system-aware, practical lens. They’re inclusive, educational, and designed for real transformation.
Learn more: Workshops
Yes—we partner with organizations, conferences, and podcasts to bring accessible financial education to wider audiences.
We deliver keynotes, panels, and workshops focused on financial empowerment, inclusion, and strategic wealth-building.
Learn more: Speaking
Yes—we integrate giving into your financial plan so generosity becomes part of your legacy.
We help you structure charitable giving through donor-advised funds, charitable trusts, and QCDs—maximizing both tax efficiency and impact.
Learn more: Giving With Purpose
It connects generosity with purpose so every dollar supports your goals and your community.
We design giving strategies that reduce taxes and pass on values across generations, combining philanthropy with long-term planning.
Yes—we serve clients nationwide through virtual meetings and secure digital collaboration tools.
Our process is fully remote, supported by encrypted portals, screen-share sessions, and digital planning software. You get the same personalized experience anywhere in the country.
We offer weekday and limited early-evening appointments—no weekends.
We believe balance is part of wealth. Protecting personal time allows us to stay fully present for every client meeting while still accommodating busy professionals.
Schedule your discovery call. We’ll talk through your goals and next steps.
Your first conversation is pressure-free—we’ll explore what matters most to you, outline your options, and map the first step toward your financial plan.
Learn more: Contact
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