3 Best Financial Services in Dayton, OH

“Russell Total Wealth and Wellness is a unique financial firm that focuses on bringing all aspects of your financial life into a singular focus. Rob Russell is the President of Russell Total Wealth and Wellness. Russell Total Wealth and Wellness team is ready to assist you with your questions. They enjoy visiting with their clients at social events throughout the year. They love showing appreciation, recognizing new clients, and having fun together. Throughout the year, they host a variety of opportunities for you to connect with them and learn about issues related to wealth and wellness. They are committed to delivering value that exceeds their fee, and their objective is to offer a comprehensive plan that simplifies your financial life.”

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“Anderson Financial Strategies, LLC's goal is to provide you with relationship-based, premium financial expertise and rapidly responsive service. Shon P. Anderson is the President of Anderson Financial Strategies, LLC. He is a two-time graduate of Wright State University, earning both a Bachelor’s degree in financial services and an M.B.A. degree concentrated in finance. In addition, Shon has earned the distinguished designations of Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Shon is honored to be a Dayton Business Journal “40 Under 40” award winner and was inducted into the Greeneview Hall of Fame, his hometown. Furthermore, Shon has been recognized as a leader in the industry and was asked to join the Forbes Finance Council.”

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“Artifex Financial Group is a fee-only wealth management firm that concentrates on meeting the financial planning, tax, and investment needs of individuals. Doug Kinsey is the Chief Investment Officer of Artifex Financial Group. Doug has over 25 years of experience in financial services and has been a CFP Certificant since 1999. He holds the Certified Investment Management Analyst certification from the Investments and Wealth Institute. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program. He has completed post-graduate work through the Harvard Business School HBX program and has completed his Master's degree in Strategic Management from Harvard University, where he received the Harold Langlois Award for exceptional academic accomplishment. Artifex Financial Group currently advises over $300,000,000 in assets and serves over 300 client households and local businesses.”

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