What is Archer Investment Management?
Archer Investment Management is a financial advisory firm dedicated to helping high-achieving professionals craft a strong plan for their financial future. Whether it’s setting clear goals, lowering taxes, planning for retirement, or navigating complex executive compensation, Archer’s friendly and detail-oriented team is there every step of the way. Their approach is all about personalized guidance, tailored to each client’s unique financial picture and life ambitions.
Main Benefits of Working with Archer
Choosing Archer means tapping into expertise that truly makes a difference. Here are some key figures and facts that highlight their value:
- 100% of their advisors hold CFP certification — a rare distinction in the industry where only 25% of planners have it.
- Clients come from top companies like Apple, Microsoft, Tesla, Google, Netflix, and more.
- Services cover everything from investment management to comprehensive financial and strategic life planning.
- Focus on global diversification, minimizing fees and taxes to maximize returns.
- Customized financial plans that act like a personal dashboard to watch your money grow.
- Clear, simple, and transparent fee structures with no hidden costs.
Comprehensive Financial Planning Tailored to You
Archer’s financial planning isn’t one-size-fits-all. Instead, it’s crafted around personal goals and resources, ensuring every plan is as unique as a thumbprint. From budgeting and saving to smart investing and estate planning, their approach covers all the bases. Plus, they help clients understand their “money personality type” — because knowing how you relate to money can change everything.
Expertise in Executive Compensation and Stock Options
For tech executives and professionals with complex compensation packages, Archer offers specialized guidance. They help clients navigate restricted stock units, incentive stock options, non-qualified stock options, long-term incentive plans, and employer stock purchase plans. This expertise ensures clients make the most of their equity compensation while minimizing tax burdens and risks.
Strategic Life Planning for a Balanced Future
Financial planning at Archer goes beyond numbers. It’s about aligning money with the life you want to live. Whether it’s planning for college expenses, taking a sabbatical to travel, or making work optional, their strategic life planning helps clients create a roadmap that reflects their values and dreams. It’s financial advice with heart and vision.
Project Impact: Sustainable Development Goals (SDGs) Linked to Archer
- SDG 8: Decent Work and Economic Growth — Supporting financial stability and growth for professionals.
- SDG 10: Reduced Inequalities — Offering customized plans that consider diverse financial situations.
- SDG 12: Responsible Consumption and Production — Promoting socially responsible investments.
- SDG 4: Quality Education — Assisting with college planning and education funding.
- SDG 17: Partnerships for the Goals — Collaborating with clients and tax experts for holistic planning.
The Archer Difference: Transparent, Customized, Client-Focused
What sets Archer apart? It’s their commitment to simplicity and transparency — no hidden fees, no extra charges for recommendations. As an independent firm, they’re not tied to any particular funds or products, which means their advice is truly unbiased. Most importantly, Archer treats clients’ goals as their own, bringing strategic and creative solutions to help reach them. It’s financial planning that feels personal, approachable, and effective.
