Archer Investment Management
Financial Planning for High-Achieving Professionals
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Archer Investment Management
Archer Investment Management
Austin, Texas
Serving Clients Nationwide
Financial Planning for High-Achieving Professionals
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
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Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
Archer Investment Management
Intentional, Heart-Centered Financial Planning for Busy Professionals
Charlotte
Nationwide
Richard J. Archer, CDAA, CFA, CFP®, MBA
Archer Investment Management
For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years
Austin
Nationwide
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