CFP®, PhD, CDFA®
Artemis Financial Advisors
Fee-Only Financial Advisor serving the Boston, MA area.
Prior to founding Artemis, Leigh was a managing director at Stax, Inc., a private-equity focused investment research firm, and a partner at the Monitor Group, a global strategy advisory firm. Her international experience spans Latin America where she was a Peace Corps volunteer and conducted her doctoral work. She has also worked in Canada, Latin America, and Europe and has traveled widely internationally.
Leigh has a Ph.D in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex and an A.B. in International Relations from Pomona College. Leigh has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation, in 1993.
Leigh is very active in the community and currently serves on the finance committee of the YWCA Boston. She is a member of the Boston Economic Club, Boston Estate Planning Council, Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).
Leigh enjoys tennis, biking, traveling and reading history. She is fluent in Spanish and proficient in French.
Leigh Bivings is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by working with them to develop and implement a comprehensive financial strategy.
Artemis offers a fully integrated suite of financial planning, and investment management services. We also have a specialty in divorce financial analysis, utilized by individuals prior to and during the divorce process.
Through our integrated services, we help our clients develop a sense of clarity about their financial goals and confidence in their ability to achieve them. We manage our clients’ investments dynamically, with an approach that is cost effective and tax efficient. We execute, monitor, and adapt their strategies over time through discretionary investment management services, regular review, and ongoing support.
We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, or money managers. The only compensation we receive is from our clients, and it is fully and clearly disclosed prior to our engagement as advisors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Leigh Bivings is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Leigh Bivings is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Leigh Bivings is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Leigh Bivings
115 Newbury Street, Suite 302
Boston, MA 02116