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.

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

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