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Archer Investment Management

People-Focused Financial Planning for Tech Industry Professionals.

Contact Us

Archer Investment Management

People-Focused Financial Planning for Tech Industry Professionals.

Locations

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

About Us

DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE? 🤔

You are in the right place! Archer is more than your average financial planning firm.

We are straight shooters who can help you stop “winging it” and take your financial life to the next level. 📈

We have helped countless people like you create a lifetime of security through smart financial choices.

No more worries about if you’ll have enough money to retire. 🏝

Gone are the days of stressing about paying for your kids college. 💰

We plan it and conquer it all, together.

HOW WE CAN HELP 🎯

Investment Management | Retirement Planning | Social Security Maximization | College Savings and Selection | Financial Risk Assessment | Employee Benefits Review | Detailed Executive Compensation Planning (Options, etc.) | Life Insurance | Disability Insurance | Long-Term Care Insurance | Cryptocurrency Investing

HOW IS ARCHER INVESTMENT MANAGEMENT DIFFERENT? 😎

📍We only take on a limited number of clients. This means you’ll always get remarkable service and extremely personalized recommendations for your finances.

📍We are a 100% fully digital firm. We operate paper-free and we pay thousands of dollars per year to use industry-leading technology. The world-class technology we use helps us minimize your taxes, trade costs, and maintain your custom Riskalyze (™) risk target.

📍We are a fiduciary. Fiduciary is a fancy word that has a simple (and important!) meaning... we don’t get paid to steer you into buying overpriced investment products you don’t want or need.

Who 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