Richard J. Archer, CDAA, CFA, CFP®, MBA

People-Focused Financial Planning for Tech Industry Professionals.

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Archer Investment Management Richard J. Archer, CDAA, CFA, CFP®, MBA
Austin, Texas

Serving Clients Nationwide

People-Focused Financial Planning for Tech Industry Professionals.

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Areas of Focus

  • Cryptocurrency
  • Employee Stock Options
  • Financial Life Planning
  • Investment Management
  • Socially Responsible Investing

About Me

Hi, I'm Richard Archer. Growing up, I experienced the financial stress and anxiety that divorce and unexpected unemployment can bring. My family's financial instability came while I was attending junior high school in a wealthy Indiana suburb, surrounded by kids with gold cards, the latest fashions, and spring break trips to faraway places. This created a strong desire in me for financial security and led me to work very hard in school, taking advantage of every opportunity.

Everyone has a different relationship with money. Some of my creative clients don't like to think about it and would rather spend their energy pursuing their art. Other clients save aggressively so they have the freedom to retire early. I feel privileged to get to speak confidentially with all types of people and learn about a private topic most people don't often share. It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • Certified Digital Asset Advisor (CDAA)
  • Chartered Financial Analyst (CFA)


  • CFA Institute
  • CFP Board
  • Digital Assets Council of Financial Professionals
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

78731 Austin

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get started. We start with a complimentary phone call—giving us a chance to get to know each other, your ideas for the future, and how we can work together. There is no cost or obligation. You will know exactly how we can help you before you pay us a single penny. If we are not a good fit for each other, we will recommend an alternative for you.

Offers Investment Management


About our Firm


You are in the right place! Archer is more than your average financial planning firm.

We are straight shooters who can help you stop “winging it” and take your financial life to the next level. 📈

We have helped countless people like you create a lifetime of security through smart financial choices.

No more worries about if you’ll have enough money to retire. 🏝

Gone are the days of stressing about paying for your kids college. 💰

We plan it and conquer it all, together.


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


📍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.


Texas McCombs School of Business, MBA, Executive MBA Program | The Wharton School, BS Economics

Volunteer Experience

YMCA of Central Texas - Metro Board Executive Committee Member, Chair of Board Engagement & Policy Committee

Awards and Honors


Hobbies and Interests

  • Animal Rescue
  • Boating
  • Cars
  • Cycling
  • Eating Out
  • Family
  • Movies
  • Surfing
  • Television
  • Volunteering

Who We Serve

  • Baby Boomers
  • Blended Family
  • College Graduates
  • Corporate Executives
  • Couples
  • Crypto Investors
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Single Women
  • Technology Professionals
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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