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.


Pre-Retirement Planning

Growth Strategies

Post-Retirement Planning

Tax Planning

IRA & 401(k) Rollovers

Estate Planning

Income Maximization

Social Security
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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