Plan simply.
Live confidently.

Archer Investment Management provides people-focused financial planning for tech industry professionals.

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young tech professional seeking financial freedom

Helping you speak the language of financial freedom

For too long, speaking the language of the financial world was the only way to access its resources. From tech professionals to families with complicated assets—we’re committed to opening these doors to all industries and backgrounds.

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WHAT WE DO

The beauty of planning is its impact on the future. These are the services that protect it.

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Investment Management

We provide a collection of investment options, each with individual benefits.

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Comprehensive Financial Planning

Your plans are designed around personal goals and resources, with a dashboard to watch it all grow.

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Strategic Life Planning

How can your money lead to the life you want? We’ll help you develop the strategy.

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The Power of Financial Planning

Only 25% of financial planners are CFP certified, but 100% of our advisors hold the distinction. We go the extra mile so we can educate our clients on exactly how we’re protecting their future. Our own Richard Archer explains:

CLIENT TESTIMONIALS

Who we've helped

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“My only regret is not hiring them sooner.”

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Janet Hughes
current client • Austin, TX

DISCLAIMER: The above testimonial was given by a current client of Archer Investment Management. The individual received no cash or non-cash compensation in exchange for the testimonial.

The Archer Difference

Why Archer

Good question. In fact, we don’t work with clients that don’t demand to know the same. So—why Archer?

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Plan with Purpose

We start every potential partnership with an honest and intentional conversation—leading with humility, empathy, and a desire to learn.

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Earn Autonomy

Autonomy is more than wealth, it’s a healthier relationship between you and your money. When you plan, you take control of your life.

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Live Confidently

Strategic choices today will eliminate tomorrow’s financial worry. You live confidently because you planned for this—no matter what “this” is.

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Q & A

More questions?
We have answers.

Wondering what our fee is? Or what our minimum portfolio threshold is? Either way—you probably have questions, and we have answers.

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FINANCIAL EDUCATION

Financial Tips, Insights, and Resources

We gather intel from our industry and share it with you.

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Common Estate Planning Mistakes — and How to Avoid Them

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Getting Started Simply: How the College Financial Aid Process Works

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Long-Term Strategies for Paying for College

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529 College Savings Plans

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Make the Most of Your 401(k)

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