Archer Investment Management
Financial Planning for High-Achieving Professionals
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Archer Investment Management
Archer Investment Management
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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
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
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.
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
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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.
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
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