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Monday - Thursday: 9 - 5
Friday: By Appointment
Friday
By appointment
269-365-9171
Your Source for Trusted Financial Advice
We simplify your Estate so you can focus on what matters most to you.
About Us
Philosophy
Services
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Your Source for Trusted Financial Advice
We simplify your Estate so you can focus on what matters most to you.
Our Team
Since 2003, Paul and Lorie have been committed to helping investors strengthen their financial independence. While taking a comprehensive approach to your financial life, we align our firm with experts across all disciplines in the industry.
Our Philosophy
Relationships have long been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for advisors to truly understand and accomplish your goals.
Our Services
Whether you’re an individual or business owner, we deliver handpicked financial solutions tailored to your most valued objectives. We are motivated by your ambitions, excited by your goals, and driven to provide strategies with your best interests in mind.
Securing Your Financial Future
Money should enhance your quality of life, not complicate it. At Artesian Financial Group, we dedicate our expertise to providing tailored solutions that promote your financial wellness. As you pursue your most valued goals, we believe it’s in your best interest to partner with trusted advisors and financial specialists. By organizing, integrating, and optimizing your financial aspirations, we can help you build confidence in your future.
Whether you’re in the accumulating stage of your career, seeking to preserve your assets, or preparing to distribute your wealth, we specialize in designing sophisticated investment and risk management solutions that strengthen all areas of your life.
Our Services
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Tax Planning 
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Our Values:
WE PROVIDE EXCELLENT CUSTOMER SERVICE:
We are proud of our long relationships with our clients.
WE TREAT EVERY person WITH UNIQUE CONSIDERATION:
Every client is very important to us.
WE RESPECT THE IMPORTANCE OF CONFIDENTIALITY:
We are committed to maintaining the confidentiality of all our clients.
WE NEVER STOP LEARNING:
There’s always room for learning more of today's market to best serve our clients' interests.
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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objective.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance services. Advisory clients are charged a fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Past performance is not indicative of future results. Individual experiences may vary.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. ADV Part 2A & Form CRS