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As a Registered Investment Advisor Firm, we operate as a fiduciary - aligning our interests with yours.
Our custom planning and portfolio solutions are what you need achieve financial freedom and navigate the 2026 financial landscape.
A custom portfolio designed around your risk tolerance and utilizing both public and private investments.

Running out of income in retirement is the #1 concern of retirees. Our unique blend of solutions can provide peace of mind.
We always start with a plan unless you don't want it. This gives us a snapshot of where you are and where you want to go. Ask for your FREE plan today - mention Promo PLAN2026 when you contact us.

401k, Medical, Dental, Life, Disability, Critical Illness, Hospital, Accident Section 162, executive golden handcuffs, and more.
THE strategy, solutions and service YOU DESERVE.
Josh formed Artifex Advisory Group, Inc., a Registered Investment Advisor, to offer full-service, financial life-planning and investment advice to corporate executives, business owners and families. The focus of Josh’s practice is to assist in the stewardship of each client’s financial resources by building trusting, long-term client relationships.
The personal, consultative approach Josh uses is centered on transparency, fiduciary duty, honesty and integrity. His advice encompasses the management of retirement savings, investment portfolios, stock options and bonuses, as well as charitable and legacy strategies.
Prior to moving to North Carolina from Los Angeles and establishing his own firm, Josh worked for 11 years as an independent investment advisor. Prior to working in Financial Services, he held numerous leadership roles in the information technology sector. He graduated cum laude from the University of Southern California with a Bachelor of Science in Urban Planning and Real Estate Development. Josh is a dedicated husband and father of four adult children. In his free time, he coaches high school football at Cary Christian School and participates in various church ministries.



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Investment advisory services offered through Artifex Advisory Group, Inc. a Registered Investment Advisor in the states of AZ, CA, FL, IL, NC, NJ, NY, SC, and TX. Insurance products and services are offered through Artifex Advisory Group, Inc. Insurance products offered in most States. CA License #0D83766, NC and NPR #7501137.
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