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Archer Investment Management
Archer Investment Management
Rate this
Firm
Austin, TX
Serving Clients Nationwide
Financial Planning for High-Achieving Professionals
Primary Advisor Locations
Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
Richard J. Archer, CDAA, CFA, CFP®, MBA
Archer Investment Management
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Us
IMPORTANT FINANCIAL DECISIONS WE CAN HELP YOU MAKEWe help high-achieving professionals in their peak earning years navigate important financial decisions like these.
Minimize Taxes
Stock Options and Equity Compensation
Maximize Your Employee Benefits
Protect Your Family
Diversification and Investing
College Planning
Work/Life Balance
Take A Sabbatical To Travel
Make Work Optional
And more!
HOW IS ARCHER INVESTMENT MANAGEMENT DIFFERENT?
📍We only take on a limited number of clients. When you partner with us, you’re more than a number. You can invest with us because we invest in you first.
📍We are a 100% fully digital firm. We’ve brought financial planning into the digital age—minimizing expenses and maximizing accessibility.
📍We put our clients first, always. Yes, we are a fiduciary. But that’s just a fancy word explaining that we’ll never steer you into buying something you don’t need.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- College Graduates
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- LGBTQ
- Single Women
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. 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.
Comprehensive Financial Care
✅ Wealthtender Certified Advisor Review™
November 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:Current Client
◼ 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™
October 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:Current Client
◼ 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™
September 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:Current Client
◼ 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™
August 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:Current Client
◼ 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™
August 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:Current Client
◼ 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™
July 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:Current Client
◼ 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™
July 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:Current Client
◼ 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™
July 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:Current Client
◼ 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™
April 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:Current Client
◼ 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™
March 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:Current Client
◼ 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™
March 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:Current Client
◼ 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™
January 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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Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
Archer Investment Management
Intentional, Heart-Centered Financial Planning for High-Achieving Professionals
Charlotte, NC
Nationwide
Richard J. Archer, CDAA, CFA, CFP®, MBA
Archer Investment Management
For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years
Austin, TX
Nationwide
