Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
Financial Planning for Tech Professionals and Retirees
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Archer Investment Management
Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
Charlotte, NC
Serving Clients Nationwide
Financial Planning for Tech Professionals and Retirees
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Employee Stock Options
- Financial Life Planning
- High Net Worth Retirement Planning
- Retirement Planning
- Tax-Efficient Planning
About Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
I’m Emily Rassam, Senior Financial Planner for Archer Investment Management. We are a 100% virtual firm serving tech professionals, retirees, and other high-earning professionals nationwide with $1,000,000 or more in savings.I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, I spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients.
In my downtime, I enjoy traveling, cooking, reading, and hiking with my son, daughter, husband, and 2 dogs. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.
I am a Certified Digital Asset Advisor, Certified Financial Planner®, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary Analyst, and National Social Security Advisor.
Professional Designations
- Certified Digital Asset Advisor (CDAA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Plans Specialist (CRPS)
- National Social Security Advisor (NSSA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Fee Only Network
Primary Location
100 N Tryon St, Charlotte, NC 28202, USA
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Our first call is easy, casual and complimentary. We want to understand what you’d love to improve in your finances and what a great life looks like for you so we can use your money to help you get there. There is no need to prepare anything before our first conversation. View our full process on our website (click the big blue button on the top right of my profile).Offers Investment Management
Yes
About Archer Investment Management
We help tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow.Our team isn’t just here to help you build a robust financial plan, we’re here to help you build a better life.
► For Tech Professionals:
We help high-income tech professionals navigate complex equity, taxes, and career decisions. Together, we build a strategy designed to turn that complexity into freedom, flexibility, and a less-stressful life.
• Unravel the complexity of equity comp (ISOs, NSOs, RSUs, ESPPs)
• Proactive tax planning to help you keep more of what you earn
• Career planning (layoffs, sabbaticals, entrepreneurship)
• Concentrated stock and diversification planning
• Major life decisions (homes, kids, aging parents)
• Intentional spending (travel, experiences, and more)
• Well-being: use money to reduce stress and buy back time
See more services and questions we help you answer on our website.
► For Pre-Retirees and Retirees:
We help you answer the big questions—Do we have enough? Will it last? What can we spend?—so you can feel confident and prepared for retirement.
• Retirement readiness and timing analysis
• When to start Social Security to optimize benefits
• Designing tax-efficient withdrawal strategies
• Bridging the healthcare gap before 65
• Planning to avoid unnecessary IRMAA surcharges
• Modeling scenarios to see the trade-offs before big decisions
• Preparing for unexpected health costs without draining savings
• Giving you the confidence and permission to spend
• Life Planning: to create a meaningful life after you stop working
See more services and questions we help you answer on our website.
► How is Archer Investment Management Different?
✓ Our goal is to help you spend money meaningfully. Together, we’ll use your money and resources to create a life that feels meaningful now, not just successful on paper.
✓ Zero shame about money choices. Most people we work with have made smart decisions and a few imperfect ones. We won’t judge you, no matter how you got here.
✓ Both partners are fully valued and heard. No matter your gender, sexual orientation, or religion you will be fully heard and valued.
✓ Behavioral coaching and support. We work with a financial behavioral therapist who can support you when money becomes emotional or complex.
► Our Credentials and Certifications
Yes we are…
• Fiduciaries
• Fee-only
• CERTIFIED FINANCIAL PLANNER® professionals
Who serve tech professionals and retirees virtually, nationwide.
Education
B.S. Business Administration, Business Administration and Management, SUNY Geneseo
Volunteer Experience
Forbes Top Woman Advisor - Best In State |Investopedia Top 100 Financial Advisor 2023 | I was also honored as one of Rochester's FortyUnder40 in 2012. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.
Hobbies and Interests
- Animal Rescue
- Cooking
- Cycling
- Family
- Hiking
- Reading
- Running
- Swimming
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Creative Professionals
- Data Scientists
- Dentists
- Disabled Community
- Divorce
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Federal Law Enforcement
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- High Net Worth
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Mid-Career Professionals
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Pharmacists
- Pre-Retirees
- Private Foundations & Organizations
- Remote Workers
- Retail Industry
- Single Women
- Special Needs
- Startup Employees
- Technology Professionals
- Therapists
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
What a relief !!
✅ Wealthtender Certified Advisor Review™
May 9, 2025
Really great experience working with Richard, Emily and team. We were thinking we were in fairly good shape for retirement but having Archer map it all out for us was a huge help. We now have a well documented plan that tells us when and how we can do retirement.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Archer Investment is worth the investment
✅ Wealthtender Certified Advisor Review™
Mar 26, 2025
From the very first phone call I knew I had been directed to the right investment managment firm. Rich was very welcoming and explained exactly how the process would work. Emily was amazing in developing and reviewing my financial plan. She explained things in a way that I could understand. I felt so much better about my financial well being after our phone call. I think they are very smart about their planning and investing strategies. Prior to this I had not had a financial plan and was worried about how best to invest to carry me through retirement. It feels comforting to consolidate my accounts into one spot. The amount of time Archer Investment has spent with me has been so valuable to me. They truly want to get to know you and your goals in order to better serve you. As a newer divorced, working woman, I can’t tell you how nice the process has been. Everyone I’ve interacted with has been kind, responsive and patient. I will recommend them to friends and family.
Relationship to Financial Advisor: Client as of Mar 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Archer is the BEST. Early retirement is finally possible!
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Working with Emily, Richard, and the rest of the Archer team has been an absolute game-changer for my financial well-being. From our very first meeting, their friendliness and professionalism put me completely at ease. I feel like they genuinely care about my goals, and they've been incredibly patient in answering all my (many!) questions. If you are anything like me starting this process with no idea what the heck your financial goals are, don't worry, they will gently guide you. They do a thorough intake process over several meetings to identify goals, risk tolerance, and get to know clients.
I had a scattered mess of accounts due to changing employers and random investments over the years. Now all of those accounts are organized and manageable from a single place. Their expertise in the tech startup industry is invaluable to navigate company stock options and instill confidence when exercising. What truly sets them apart is their high quality tooling. I love love love that they have everything in a secure cloud with custom dashboards, and all signatures are electronic - no more printing and mailing, thank goodness! They also pre-fill any necessary forms with my personal info which is a huge timesaver. Their responsiveness is truly remarkable; I’ve always received incredibly fast replies. This level of dedication is rare and greatly appreciated. Last but not least, I get to sit back and watch my investments grow. For the first time in my life, I can see a path to early retirement.
I wholeheartedly recommend Archer Investment Management to anyone seeking a trustworthy, knowledgeable, and highly responsive financial planning service.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Comprehensive Financial Care
✅ Wealthtender Certified Advisor Review™
Nov 11, 2024
My wife and I have been working with the Archer team for several months now. They really took the time to get to know us and find what is important to us, so that they could cater our portfolio to our actual priorities and plans. It felt like they asked all the right questions, in the right order and really listened and used those answers to craft our financial plan. I also love the feeling that we our financial needs are receiving comprehensive care. The Archer team routinely considers all the different ways that financial choices affect us (taxes, estate planning, vacation planning, gifting, etc.) and advises us on all those different subjects. Finally, I've been very impressed with the team of professionals that Archer has assembled. Whatever we need in the moment, there's a teammate who's good at that and jumps in to help us take the next steps. PEACE OF MIND.
Relationship to Financial Advisor: Client as of Nov 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personalized to our lifestyle
✅ Wealthtender Certified Advisor Review™
Oct 26, 2024
Richard and Emily are a fantastic team! We reached a point in our life that we thankfully had options for our money, investments, and the way we wanted to live our lives. Their approach is personalized to understand your relationship with finances and tailored to how you want to enjoy your money now and into the future. We had considered ourselves smart with our finances, but the Archer team exceeded our expectations and opened up several opportunities to maximize our potential. We got support & recommendations for exactly how to allocate, invest, and yes spend our money the way we wanted our lifestyle to be. This approach gave us the peace of mind knowing our future was secure, our 3 kids college was within reach, and our "fun" spending on family and vacations was a balanced way for us to enjoy the long journey. And on top of that, they make the process simple and as easy as possible. So glad we found this team.
Relationship to Financial Advisor: Client as of Oct 26, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thankful we found this team!
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
We have really enjoyed working with Archer Investment Management. We reached out to them because we wanted financial guidance and reassurance as we move toward reaching education goals for our children and retirement goals for ourselves. We knew we needed to diversify some of our assets but had no idea how to do so in a financially savvy way. Before meeting with the Archer Team, we had concerns about the value wealth management would bring to the table. Those concerns were quickly squashed after meeting with the team. They pointed out things we hadn’t thought of and questions we hadn’t asked ourselves to help create more specific goals than we would have set for ourselves. They kindly and patiently walked us through creating a plan that fit our comfort level and helped us take the steps needed to put that plan in action. If any of this sounds overwhelming, I can’t reiterate enough how much patience and support we received. It never felt overwhelming. We are so relieved to now have the support of these specific experts to help us stay on track to hitting our goals.
Relationship to Financial Advisor: Client as of Sep 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Values-based financial advising
✅ Wealthtender Certified Advisor Review™
Aug 14, 2024
We recently started working with Archer Investment Management and have been extremely pleased so far. They started off by getting to know us holistically - our values, our goals, our priorities - and from there have been helping us to build a comprehensive plan that is tailored to our particular personalities and lifestyles. They have gone above and beyond in providing advice and research for various scenarios we have now and may face in the future, and in general we have found the team to be relatable, knowledgeable, and highly helpful.
Relationship to Financial Advisor: Client as of Aug 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mindful Coaching for a Reluctant Investor
✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
The Archer team has been very patient and understanding with me - someone very reluctant to make changes in my existing investment accounts. Knowing it is time to get all my financial planning in the best possible shape for retirement, I've been very pleased with the gentle guidance offered for the best possible outcomes. I look forward to continued work with AIM.
Relationship to Financial Advisor: Client as of Aug 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Our skepticism was put to rest
✅ Wealthtender Certified Advisor Review™
Jul 19, 2024
Moving to the retirement phase of our lives was bringing a degree of anxiety we were not accustomed to. Working with archer Investments, in particular Emily, has allowed us to feel comfortable with our decisions. The wealth of knowledge and creative thinking is a welcomed breath of fresh air.
Relationship to Financial Advisor: Client as of Jul 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I was quite literally afraid of getting help and of all that it involved. It's been wonderful. No kidding: best decision ever!
✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
I'm not finance-oriented by any measure, but luck came my way for once and I found myself having enough assets to need some help. Only I didn't know what kind of help I needed and it's easy to get overwhelmed quickly and I was on like year number whatever of being overwhelmed and I just kicked that can down the road every year. After a short search, I found Archer's team and quickly just pushed other options off the table and signed on. They've actually been able to simplify things in a way that makes me feel like I can manage my life and not worry about it all for the first time in years. I basically had all eggs, but no basket. Now I have a comprehensive plan from some incredible staff and I actually love the process instead of dreading the matter. Simply put, Archer has changed how I view my own finances and what used to be a cause of stress for me is now a giant sigh of relief. I said in the title it was the best decision ever and I mean it: this has 100% seriously no-fingers-crossed changed my life. If you're like me and you've been debating if you even need this kind of help, then yes… yes, you do!
Relationship to Financial Advisor: Client as of Jul 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Comprehensive financial planning
✅ Wealthtender Certified Advisor Review™
Jul 1, 2024
Working with Emily, Richard, and the team has been great! Their insight has been invaluable for me across a variety of domains. Their approach builds from goals backwards -- we met together to outline short-and-longterm goals and then used those goals to create a plan across a variety of decisions, from home ownership to car insurance to investment and much more. Richard and Emily truly do a great job of drawing me into the loop, ensuring that the financial plan we develop reflects my goals and wishes. Before settling with Archer Investments, I talked with a number of other advisors and none of them had the combination of professionalism, attention to detail, and comprehensive services offered by Archer.
Relationship to Financial Advisor: Client as of Jul 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Most thorough and personable financial planners and wealth managers
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
George and I had been with an investment firm that promised many things they never got to deliver. We are so grateful to have found Archer Investments. Emily,Richard and all of the staff are extremely knowledgeable and so personal. We feel like family to them.We also feel so comfortable with our financial planning that has transpired, feeling confident in our long range plans, short term goals, the security of having ample insurance and medical coverage along with complete documents (POA’s, wills, healthcare POA’s, everything to make any transition smooth for our family). It is a tremendous relief to have everything in place. Their wealth of knowledge and attention to detail is impeccable. We feel so blessed to have found them and highly recommend their comprehensive services.
Relationship to Financial Advisor: Client as of Apr 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great listeners and thought partners!
✅ Wealthtender Certified Advisor Review™
Mar 14, 2024
I found the team at Archer Investment Management to know only be strong at the nuts and bolts of financial advising, but they really listen. The onboarding process was very thorough, and it’s clear that they listen really well because the plan felt tailored; it was NOT plug and play. Also, we had great conversations where they felt like thought partners not just experts telling me what to do. I truly value our partnership.
Relationship to Financial Advisor: Client as of Mar 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Helpful right from the beginning
✅ Wealthtender Certified Advisor Review™
Mar 14, 2024
Working with Richard and Emily was a different experience right from the beginning. Rather than jumping into our current investments, risk tolerance and coming up with a cookie cutter plan, they took the time to get to know US. Asking the right questions and listening to our background, our goals, what is important to us, really helped build a relationship. It has helped to move forward with our financial planning especially when big decisions need to be made. They make themselves available to answer our many questions. I am happy we have chosen AIM.
Relationship to Financial Advisor: Client as of Mar 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Superb Clarity & Attention
✅ Wealthtender Certified Advisor Review™
Jun 28, 2022
Emily is so bright and has a deep understanding of her business. She is very good at explaining things to a layperson with the right amount of detail and clarity. I’ve been working with her for several years and I couldn’t be happier. I feel like our nest egg is safe and productive. I really couldn’t be happier to be her client.
Relationship to Financial Advisor: Client as of Jun 28, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 27, 2022
My husband and I trust Emily with our money she is honest and is very helpful and she knows how to listen to what we want and come up with a plan.
Relationship to Financial Advisor: Client as of Jun 27, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We are comfortable with Emily
✅ Wealthtender Certified Advisor Review™
Jun 27, 2022
We have been very very pleased with Emily. We moved with Emily from her previous firm to Archer because we trust her. We have had many financial advisors over the years. Emily is the first one my wife has connected with. Emily explains things in a way that she understands and appreciates. Emily knows us and is always available. She is now also helping my two daughters. I cannot recommend her enough.
Relationship to Financial Advisor: Client as of Jun 27, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust is very important these days
✅ Wealthtender Certified Advisor Review™
Jun 24, 2022
I've been working with Emily for a few years now. She is a wonderful, kind and caring person. She has helped me tremendously in understanding the world of Financial planning. I am retiring next year in 2023 and feel very comfortable my retirement goals have been met. Trust is very important in selecting a Financial planning professional. I have every confidence in Emily's guidance to make sure I have met my goals and can retire with peace of mind. She is a true professional and I'm happy to have her managing my money.
Relationship to Financial Advisor: Client as of Jun 24, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Emily Said I Could Retire!
✅ Wealthtender Certified Advisor Review™
Jun 23, 2022
We've worked with Emily for a few years now, and have been so impressed. She is a wealth of knowledge and a way of being able to answer a lay person's questions in a very thorough and understandable manner. She can answer any question you throw at her with detail and clarity. She is honest, credible and trustworthy. She is very knowledgeable about the technology she has available to use and is able to provide strong visuals and projections to help with making decisions. She is always willing to meet and discuss a given topic or to provide an update on our portfolio. We'll forever remember Emily as the person who said we could retire. That's a hard decision to make and she was able to clearly show us the path. I'd highly recommend Emily to work with as a Financial Advisor.
Relationship to Financial Advisor: Client as of Jun 23, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Emily Rassam rocks!
✅ Wealthtender Certified Advisor Review™
Jun 22, 2022
Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication.
If you're not investing your money through Emily, you should be.
Relationship to Financial Advisor: Client as of Jun 22, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Why I trust Emily...
✅ Wealthtender Certified Advisor Review™
Jun 22, 2022
Emily has been a lifesaver for me in so many ways. I needed a Financial Advisor that I could trust, and I could not be more pleased. She is honest, provides great advice, guidance and always goes the extra mile for her clients. She is always professional, knows what is going on in the industry and what services the company offers I could benefit from.
I retired at the end of 2018, but before I did, I met with Emily, and we went over what my retirement would look like. There is no one else I would trust with my financial future. This advisor/client relationship is the best I've ever had. She keeps me on the right road! I appreciate her so much.
Relationship to Financial Advisor: Client as of Jun 22, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2018
I've worked with Richard for years and found him to be a caring and knowledgable expert. Since his firm is independent, he is unbiased and only recommends what is in the client's best interest. Highly recommended for getting your retirement plan on track so you can focus on other things and he is an expert in college planning and financial aid. Great firm!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Please see important disclosures below awards View Disclosures
Wealthtender Awards
Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Archer Investment Management compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
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Whether you're a tech professional weighing what to do with company stock or getting ready to retire, you likely have questions before choosing a financial advisor. Here are the ones we hear most often, answered directly.
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FAQs
What kinds of clients benefit most from your services and approach?
We do our best work with tech professionals, retirees, and high-earners.
Our firm can help you unravel the complexity around your stock options, equity, taxes, retirement income, and more.
We also focus heavily on how to use your money to plan for meaningful goals, help lower your stress, and buy back your time.
All our financial plans are highly customized to you, your short and long-term goals, and what you want to accomplish. Click here to learn more about our firm.
How are your fees structured, and what can I expect to pay?
Our firm is fee-only, meaning we're paid directly by clients and never through commissions or product sales.
We charge a small percentage of the investment accounts we manage for you (known as “assets under management”). The fee varies depending on the size of your investment portfolio. Click here to read about our process.
What minimum asset level, if any, is required to become a client?
We do our best work with tech professionals, retirees, or high-earners who have accumulated investment and retirement assets of $1,000,000 or more.
These assets can be in brokerage, IRA, 401(k), 403(b), options accounts, and more.
This minimum does not typically include things like the value of your home, personal property, or a business you own. If you’re not sure whether you meet the minimum or expect to in the near future, we’re happy to talk it through and help you understand how it applies to your situation. Click here to schedule a complimentary meeting with our team.
How do you work with clients — in person, remotely, or both?
We’re a 100% remote advisory firm based in Austin, TX.
We meet with clients virtually so you can be in Austin or anywhere else in the US. And, if your location ever changes, it will not impact your access to our team. As long as you have a strong Wi-Fi connection or phone, we can easily meet with you.
Do you offer an initial consultation to determine whether we're a good fit?
Yes. We start with a complimentary meeting.
This allows us to get to know you, your goals, and what important questions you want to answer. There's no pressure or pitch, just a relaxed conversation to see if we can help. If it feels like it may be a good fit for what you need help with, we will schedule a second call to discuss more. Click here to learn more about our process.
Do you provide ongoing investment management?
Yes. Our Investment Management service includes low-cost, tax-efficient investing, the ability to directly manage employer retirement accounts, cash management, and an employee benefits review, all tracked through a secure client portal.
For tech professionals, this could mean managing concentrated stock positions and RSU vesting.
For pre-retirees, it could mean designing a tax-efficient withdrawal strategy and adjusting portfolio risk as you move into retirement. Click here to learn more about our fee-only financial planning services.
How often should I expect to meet with my advisor?
When you become a new client, we have ~3-5 meetings to build out your customized financial plan.
Following plan delivery, we will decide together which topic is the most important to work on next. Your meeting track will vary based on your goals and priorities but includes all of the following: Estate Planning Meetings, Tax Planning Meetings, Flourish Meetings, Investment Update Meetings, and Life Stage Planning.
You will also have an annual financial plan review with our team. We're also available between meetings whenever something comes up. Click here to learn more about our process.
What key differentiators set your firm apart from other advisory firms?
Aside from our robust financial planning process, we go beyond the numbers of your financial life.
We look at the emotional side of money to help answer additional questions too. What does a good life look like today and a few years from now? How can we use your money now to lower your stress or increase your happiness?
There is zero shame around money choices, and we’ll help you use your money to support a meaningful life, not just a strong net worth on paper.
You can also expect that we’ll know your name and your dreams, not just your numbers. Click here to check out what makes us different.
FAQ Disclosures
This FAQ is for general informational purposes only and isn’t personalized investment, tax, or legal advice. Archer is a registered investment adviser; registration doesn’t imply a certain level of skill or training. Please talk with a qualified professional about your specific circumstances before acting on anything above.
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