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!