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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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:

Our clients work for these wonderful companies (and others)

Apple logo Dell logo Microsost logo Ibm logo Intel logo
Indeed logo Cisco logo Oracle logo Go pro logo NEtflix logo
Snow logo Nvidia logo Google logo Vmare logo TEsla logo

Who we've helped

Emily Rassam rocks!

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.

Daniel C.

archer 5 star review

Why I trust Emily…

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.


archer 5 star review

Emily Said I Could Retire!

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.


archer 5 star review

Trust is very important these days

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.

Kelly T.

archer 5 star review

We are comfortable with Emily

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.

Tom K.

archer 5 star review

5 Stars

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.

Terry R.

archer 5 star review

Superb Clarity & Attention

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.

Deb D.

archer 5 star review

These testimonials were provided by current Archer Investment Management clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Archer Investment Management reviews on our Wealthtender profile page.

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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 Tips, Insights, and Resources

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

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