I've had a great experience working with Emily, Richard and team for well over 15 years. They provide truly personalized service, taking the time to understand my goals and offer advice that's tailored to my specific needs. They're always quick to respond to my questions, incredibly helpful, and consistently supportive throughout the process. I appreciate their professionalism, knowledge, and the thoughtful guidance they provide. I highly recommend them to anyone looking for a financial advisor who genuinely cares about their clients and provides excellent advice.

We love the expertise and the range of services Archer provides. This has been important as different situations have arisen in our lives. It's nice to know we have a trusted resource we can start with for any type of financial matter.

“I have found Archer Investment Management to be a really customer oriented firm. The support staff is very professional as well as the Brokers in the firm. I am most satisfied as I can always reach someone quickly and my calls are returned in a timely manner. I am very comfortable with the level of financial expertise by all members of this firm. I completely trust their judgement in managing my portfolio.”

I've been working with Archer Investment Management for nearly 15 years It goes without saying that they have done a very good job in managing my investments, but beyond that, they have been an invaluable resource for providing information about choices with financial implications: retirement, house purchase, insurance, ... I recommend Richard Archer and his staff most highly.

If you need someone to trust this is the place Emily has been great to us and very helpful and listen to our needs and comes up with a plan that fits our needs you won’t go wrong with her

Working with Richard and Emily has been a different experience right from the beginning. Rather than jumping into our current investments and risk tolerance to create a cookie-cutter plan, they took the time to truly get to know us. By asking the right questions and listening to our background, our goals, and what is important to us, they built a strong relationship with us.That foundation has helped us move forward confidently with our financial planning, especially when big decisions need to be made. They make themselves readily available to answer our many questions. We are happy we chose AIM.

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.

My wife and I have been with the Archer team for almost 3 years. Throughout, they have been responsive, thorough, and professional. All of the staff are excellent communicators, in person or via email/texts! The entire experience has brought us a great sense of security - from the initial “get to know you” conversations, with Rich doing an excellent job of listening, to the mid-course corrections when life changes. Initially they brought great organization to our portfolio, and our retirement is organized and easy to track. Whenever it’s time for us to do some homework, they are great at helping us with our end of the tasks.

The entire Archer Investment Management team are FABULOUS! They have been so thorough in planning our financial future and answering all our questions. You will be in great hands! I cannot recommend highly enough!

Really great experience working with Richard, Emily and team. We were thinking we were in fairly good shape for retirement but having Archer map it all out for us was a huge help. We now have a well documented plan that tells us when and how we can do retirement.

We have been with Richard for about 3 years. His team is thorough, responsive, and anticipatory. I appreciate annual reviews and meeting throughout the year. I look forward to our ongoing relationship. I recommend them without hesitation. We transferred our retirement accounts and underwent a comprehensive assessment of our holdings and investor risk. They have excellent follow through, a reminder system for you to accomplish your assignments. I feel confident that our financial decisions will be enduring.

Emily has been a lifesaver for me in so many ways. I needed a Financial Advisor that I could trust, and I could not be more pleased. She is honest, provides great advice, guidance and always goes the extra mile for her clients. She is always professional, knows what is going on in the industry and what services the company offers I could benefit from. I retired at the end of 2018, but before I did, I met with Emily, and we went over what my retirement would look like. There is no one else I would trust with my financial future. This advisor/client relationship is the best I've ever had. She keeps me on the right road! I appreciate her so much.Emily has also shown me ways to improve my quality of life. One major way was to show me how a second home near the beach would be a great investment and improve my happiness and contentment in retirement. She couldn’t have been more right! Archer and especially Emily have been a life changer for me. Couldn’t be happier!

I've known Richard Archer for over 20 years and he "walks the talk". He is trustworthy, honest, and genuinely cares for the people he serves. My wife and I asked Richard to consolidate all of our various retirement accounts shortly after we got married. He made the process as simple as possible for us. As our investments grow, we never fear about what the market is doing, if we should buy or sell. Richard understands our goals and uses his gifts and knowledge to make sure we are on the right tract for reaching them. We look forward to our annual review with Richard and his team. They are proactive in making sure they have answers even before we ask the questions!

I've been working with Emily for a several years now. She is a wonderful, kind and caring person. She has helped me tremendously in understanding the world of Financial planning. I retired in 2023 and feel very comfortable my retirement goals have and are being met. Trust is very important in selecting a Financial planning professional. I have every confidence in Emily's guidance to make sure I stay on track with my goals. I have the peace of mind in knowing I can continue to enjoy a safe and secure retirement. She is a true professional and I'm happy to have her managing my money.

From the very first phone call I knew I had been directed to the right investment managment firm. Rich was very welcoming and explained exactly how the process would work. Emily was amazing in developing and reviewing my financial plan. She explained things in a way that I could understand. I felt so much better about my financial well being after our phone call. I think they are very smart about their planning and investing strategies. Prior to this I had not had a financial plan and was worried about how best to invest to carry me through retirement. It feels comforting to consolidate my accounts into one spot. The amount of time Archer Investment has spent with me has been so valuable to me. They truly want to get to know you and your goals in order to better serve you. As a newer divorced, working woman, I can’t tell you how nice the process has been. Everyone I’ve interacted with has been kind, responsive and patient. I will recommend them to friends and family.

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.

We've worked with Emily for a few years now, and have been so impressed. She is a wealth of knowledge and a way of being able to answer a lay person's questions in a very thorough and understandable manner. She can answer any question you throw at her with detail and clarity. She is honest, credible and trustworthy. She is very knowledgeable about the technology she has available to use and is able to provide strong visuals and projections to help with making decisions. She is always willing to meet and discuss a given topic or to provide an update on our portfolio. We'll forever remember Emily as the person who said we could retire. That's a hard decision to make and she was able to clearly show us the path. I'd highly recommend Emily to work with as a Financial Advisor.

My wife and I have been working with the Archer team for several years 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 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, individually and as they interrelate. 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.

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.

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!

Moving to the retirement phase of our lives was bringing a degree of anxiety we were not accustomed to. We are both used to being in control of everything!!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

Emily is so bright and has a deep understanding of her business. She is very good at explaining things to a layperson with the right amount of detail and clarity. I’ve been working with her for several years and I couldn’t be happier. I feel like our nest egg is safe and productive. I really couldn’t be happier to be her client.

Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication. If you're not investing your money through Emily, you should be.

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.

We’ve been working with Archer Investment Management for a couple of months now, and our experience has been excellent. As our first wealth management firm, they’ve set a high standard from day one. Richard, Emily, Cheyney, Danielle, Tracy, and the rest of the team have been incredibly supportive, responsive, and genuinely committed to helping us feel confident about our financial future.They are quick to answer questions, offer thoughtful and personalized guidance, and take the time to understand our goals. Their proactive communication and tailored advice have already made a noticeable difference in our financial planning. We truly appreciate the partnership and look forward to continuing to grow our financial confidence with Archer.Highly recommend them to anyone looking for a knowledgeable, attentive, and client-focused wealth management team.

I've been very happy with the team at Archer and the guidance they have provided. They are extremely thorough, thoughtful, and deliberate with their comprehensive assessment and planning services. Their tools and expertise have opened my eyes to possibilities that I did not realize were already there. They are not afraid to ask the kinds of questions that really make you think about your goals and your relationship with money and then use that info to tailor make a plan for you.

My previous financial planning involved just "setting it and forgetting it." Archer has helped my husband and me with strategic financial advice that has helped us get more out of our present and future holdings. They're also great at helping manage some of the emotional stresses that you may have about money, regardless of the markets.

Really great experience working with Richard, Emily and team. We were thinking we were in fairly good shape for retirement but having Archer map it all out for us was a huge help. We now have a well documented plan that tells us when and how we can do retirement.

From the very first phone call I knew I had been directed to the right investment managment firm. Rich was very welcoming and explained exactly how the process would work. Emily was amazing in developing and reviewing my financial plan. She explained things in a way that I could understand. I felt so much better about my financial well being after our phone call. I think they are very smart about their planning and investing strategies. Prior to this I had not had a financial plan and was worried about how best to invest to carry me through retirement. It feels comforting to consolidate my accounts into one spot. The amount of time Archer Investment has spent with me has been so valuable to me. They truly want to get to know you and your goals in order to better serve you. As a newer divorced, working woman, I can’t tell you how nice the process has been. Everyone I’ve interacted with has been kind, responsive and patient. I will recommend them to friends and family.

Working with Emily, Richard, and the rest of the Archer team has been an absolute game-changer for my financial well-being. From our very first meeting, their friendliness and professionalism put me completely at ease. I feel like they genuinely care about my goals, and they've been incredibly patient in answering all my (many!) questions. If you are anything like me starting this process with no idea what the heck your financial goals are, don't worry, they will gently guide you. They do a thorough intake process over several meetings to identify goals, risk tolerance, and get to know clients. I had a scattered mess of accounts due to changing employers and random investments over the years. Now all of those accounts are organized and manageable from a single place. Their expertise in the tech startup industry is invaluable to navigate company stock options and instill confidence when exercising. What truly sets them apart is their high quality tooling. I love love love that they have everything in a secure cloud with custom dashboards, and all signatures are electronic - no more printing and mailing, thank goodness! They also pre-fill any necessary forms with my personal info which is a huge timesaver. Their responsiveness is truly remarkable; I’ve always received incredibly fast replies. This level of dedication is rare and greatly appreciated. Last but not least, I get to sit back and watch my investments grow. For the first time in my life, I can see a path to early retirement. I wholeheartedly recommend Archer Investment Management to anyone seeking a trustworthy, knowledgeable, and highly responsive financial planning service.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

Emily is so bright and has a deep understanding of her business. She is very good at explaining things to a layperson with the right amount of detail and clarity. I’ve been working with her for several years and I couldn’t be happier. I feel like our nest egg is safe and productive. I really couldn’t be happier to be her client.

My husband and I trust Emily with our money she is honest and is very helpful and she knows how to listen to what we want and come up with a plan.

We have been very very pleased with Emily. We moved with Emily from her previous firm to Archer because we trust her. We have had many financial advisors over the years. Emily is the first one my wife has connected with. Emily explains things in a way that she understands and appreciates. Emily knows us and is always available. She is now also helping my two daughters. I cannot recommend her enough.

I've been working with Emily for a few years now. She is a wonderful, kind and caring person. She has helped me tremendously in understanding the world of Financial planning. I am retiring next year in 2023 and feel very comfortable my retirement goals have been met. Trust is very important in selecting a Financial planning professional. I have every confidence in Emily's guidance to make sure I have met my goals and can retire with peace of mind. She is a true professional and I'm happy to have her managing my money.

We've worked with Emily for a few years now, and have been so impressed. She is a wealth of knowledge and a way of being able to answer a lay person's questions in a very thorough and understandable manner. She can answer any question you throw at her with detail and clarity. She is honest, credible and trustworthy. She is very knowledgeable about the technology she has available to use and is able to provide strong visuals and projections to help with making decisions. She is always willing to meet and discuss a given topic or to provide an update on our portfolio. We'll forever remember Emily as the person who said we could retire. That's a hard decision to make and she was able to clearly show us the path. I'd highly recommend Emily to work with as a Financial Advisor.

Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication. If you're not investing your money through Emily, you should be.

Emily has been a lifesaver for me in so many ways. I needed a Financial Advisor that I could trust, and I could not be more pleased. She is honest, provides great advice, guidance and always goes the extra mile for her clients. She is always professional, knows what is going on in the industry and what services the company offers I could benefit from. I retired at the end of 2018, but before I did, I met with Emily, and we went over what my retirement would look like. There is no one else I would trust with my financial future. This advisor/client relationship is the best I've ever had. She keeps me on the right road! I appreciate her so much.

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!