Meaning-full Wealth
"Wealth is the ability to fully experience life" -Thoreau.
Fee-Only Financial Advisors to Physicians, Executives, Entrepreneurs and Retirees in Dallas, TX and across the United States.
We get it. You have little time to plan your finances because you are busy chasing a career, raising a family and making time for friends and hobbies. You tend to shy away from investing because it is exhausting to research and separate the fair from the fraudulent. Or you have tried investing, but your emotions swing wildly between the fear of missing out and the fear of losing big.
It shouldn't be this complicated and it need not be.
Artham was founded on the idea that a long-term partnership with a financial advisor who has their best interest in mind can help navigate all that complexity and help you chart a clear path through it.
Fee-Only | Fixed-Fee | Fiduciary
Artham Advisors was founded on a simple premise: families deserve financial advice that is completely free of conflicts of interest. We charge a flat fee, sell no investment products, earn no commissions, and are legally required to act in your interest at all times.
Our team brings together CFP® credentials, FINRA registration, and more than 30 years of combined corporate finance experience — including CFO-level roles at companies ranging from venture-backed to multi-billion-dollar. We understand the financial complexity you face because we've built our practice around solving it.
$0
Commissions earned.
Ever.
100%
Fiduciary
All accounts - all the time
Flat Fee
Fee Structure
No AUM fees for >$2M
50 Min
Free Initial Consultation
No Obligation
Comprehensive Financial Planning
Click on any circle to learn more
IRAs, 401(k)s, options, student debt, 529 plans, wills, estate plans, life insurance, annuities...it's enough to make one's head spin.
We take this overwhelming and sometimes emotionally draining work and make it a whole lot easier. While YOU remain in charge - of articulating your goals, values, and assembling your financial documents - we act as an experienced tour guide. We offer tools to aid in your thinking, and recommendations that help you.
Whether you are in your fifties - contemplating the last decade of work and retirement, or busy parents in your forties working and accumulating assets, you will end up with a plan that touches all areas of your financial life. Most importantly, we stay partners for the long-run, ensuring that the plan adapts as your life evolves.
Our process is methodical and broken up into manageable steps. The graphic below lists all the areas of your financial life that we will touch on. Click on a circle to learn more about that aspect.
About Sanjay Pamurthy, CFP®
Sanjay founded Artham after two decades as a Finance executive at PepsiCo and The Freeman Company, helping these large firms build world-class finance teams and processes. This background in corporate America shaped his belief that we now live in both the best nation and the best time for wealth creation.
Sanjay earned an MBA from Southern Methodist University, and lives in Dallas with his wife, Chrisette (a physician and entrepreneur), and two children, Ketan and Anjali.
About Devin Talbot, MBA
Devin’ fifteen-year career in corporate finance and consulting, included roles at Deloitte Consulting and General Motors. He also founded a software company for the agricultural sector. Having lived the life of a consultant, executive, and founder, Devin believes that thoughtful, evidence-based financial plans can transform money from a source of anxiety into a tool for meaning and freedom.
Devin earned an MBA from Michigan State University and lives in Texas with his wife, Rachel (a Child Psychiatrist), and two daughters, Juliette and Eloise.
