Artemis Financial Advisors

Artemis Financial Advisors is an independent, fee-only financial planning and sustainable investing company. We provide planning tailored to each client and their unique goals, regardless of stage or circumstances. Our customized financial plan includes specific, implementable recommendations to move toward your long-term goals. We work with individuals and couples on becoming more organized, informed, and purposeful with their money. Our mission is to make financial planning advice accessible, clear, and actionable for all residents of Massachusetts. Artemis employs a dynamic asset allocation strategy with the goal of seeking above-average results through broad diversification across asset classes. We also include ESG risk management and efficient execution. Our approach is based on a clear set of investment goals, asset allocation, and risk tolerance. We monitor market segments, risk factors, and markets throughout the process to achieve the final objectives.