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

For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years

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

Serving Clients Nationwide

For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years

12 Certified Advisor Reviews™
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Areas of Focus

  • Education Funding
  • Employee Benefits
  • Employee Stock Options
  • Equity Compensation Options
  • Investment Management

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

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

78731 Austin

Video

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click Book Intro Call above to get started. We start with a complimentary meeting—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

Yes

About our Firm

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.

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.

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.

Education

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

Badges

Hobbies and Interests

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

Who We Serve

  • Baby Boomers
  • Blended Family
  • College Graduates
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Healthcare Professionals
  • Intergenerational Families
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • 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


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

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™
Jul 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.
Avatar for Scott Eaton
Scott Eaton

Comprehensive financial planning

✅ Wealthtender Certified Advisor Review™
Jul 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.
Avatar for Ben
Ben

Most thorough and personable financial planners and wealth managers

✅ Wealthtender Certified Advisor Review™
Apr 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.
Avatar for Andrea and George
Andrea and George

Great listeners and thought partners!

✅ Wealthtender Certified Advisor Review™
Mar 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.
Avatar for Michael
Michael

Helpful right from the beginning

✅ Wealthtender Certified Advisor Review™
Mar 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.
Avatar for Chad J.
Chad J.

Indispensable!

✅ Wealthtender Certified Advisor Review™
Mar 14, 2023
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.
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.
Avatar for Tim
Tim

Appreciate the Care taken with my Retirement Savings

✅ Wealthtender Certified Advisor Review™
Feb 28, 2023
We have been with Richard for about 2 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.
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.
Avatar for Karen
Karen

Peace of Mind

✅ Wealthtender Certified Advisor Review™
Feb 25, 2023
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 husband 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!
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.
Avatar for Cheryl
Cheryl

Thank you

✅ Wealthtender Certified Advisor Review™
Feb 25, 2023
We have worked with Rich for many years and could not be happier to have him in our corner! We know our money is being well taken care of and any recommendations Rich has for us are always based off of our specific situation. 100% recommend.
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.
Avatar for Liz
Liz

Personal and Professional

✅ Wealthtender Certified Advisor Review™
Feb 24, 2023
I have had the pleasure of working with Rich for almost 20 years. I am always happy with the level of service he and his team provide. The returns have been excellent and risk management is top notch. There is plenty to worry about in this world, but not once have I doubted that Rich has my best interests at heart. It is a great team. Thank you Rich!
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.
Avatar for Mike
Mike

Thank you!

✅ Wealthtender Certified Advisor Review™
Feb 24, 2023
Working with Archer Investments has provided peace of mind in a turbulent world. Rich is an active and thoughtful listener with a wealth of experience and confidence. I’m able to rest easy with him and his team as co-pilots in meeting my financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Fiancee
Avatar for Rachel
Rachel

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 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.
Avatar for Claire Akin
Claire Akin