About Us

24 Years Helping You Navigate Your Finances

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.

We primarily assist High Net Worth individuals in or preparing for retirement.

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Custom Investment Management

A custom portfolio designed around your risk tolerance and utilizing both public and private investments.

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Retirement Income

Running out of income in retirement is the #1 concern of retirees. Our unique blend of solutions can provide peace of mind.

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Comprehensive Financial Planning

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.

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Business Services

Helping Business Owners, CFOs and Non-Profits with 401k & 403b retirement plans. Custom, cost effective solutions with transparent fees, employee education and personal service.

Josh Elliott

Owner & Lead Advisor

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. After recently retiring from coaching high school football after the 2025 season, he is excited to travel and spend more time with his wife Kim as the nest is now empty!

Client Resources

Artifex Advisory Group

2500 Regency Parkway, Cary, NC 27518

800-276-1377

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.

Artifex Advisory Group, Inc. outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.

Click HERE to view our ADV Part 2A & 2B.