You make good money. You have an amazing family. And now… you’re ready to stop “winging it” and take your financial life to the next level.
You may have stock options or benefits packages you need decoded. Or you need to make smart decisions so your retirement nest egg will go the distance.
You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your future secure and financially free.
We’re so glad you found your way to our small corner of the internet! We can’t wait to help you make smart decisions for a great financial future.
Archer is more than your average financial planning firm.
We are straight shooters who aim to make financial planning easy and jargon free.
We have helped countless people like you create a lifetime of security through smart financial choices.
We know your money could work harder for you. And with our help, we will build a full 360° plan that answers all your important questions.
No more worries about if you’ll have enough money to retire.
Gone are the days of stressing about paying for your kid's college.
We plan it and conquer it all, together.
If you’re ready for a team who will be there to support you, cheer you on and celebrate your financial victories as you build (and live) your dream life, you’ve found us!
Archer is that team.
Come join, us and other savvy people like you who are ready to make smart decisions with their money and level up their financial life.
Archer Investment Management is based in Austin and works with clients in person and virtually around the country.
WE ARE A CERTIFIED B-CORP
In 2017, Archer Investment Management become a Certified B Corporation and officially joined the global movement of people using business as a force for good.
This certification reflects our commitment to make sustainable, transparent and accountable choices with how we run our business.
We streamline client processes through environmentally friendly paperless communications and virtual meetings. Our office is eco-friendly. We run on 100% sustainable energy (wind power) and aggressively recycle and compost to minimize our impact on the environment.
Archer also encourages and facilitates helping clients make sustainable decisions with their money and their lifestyles.
We help clients make the switch to sustainable energy for their home and pay for their first year of doing so as part of a larger client and social commitment.
When it comes to investing, we encourage clients to choose sustainable funds to drive change with their investments. To date, we have moved millions of dollars of traditional investments to sustainable investments and by doing so cut those clients’ investment-driven carbon emissions by 90%, a true win-win.
With transparency in our fees and dedication to a well compensated and fully invested team (including retirement plan matching, health insurance, profit sharing, and telecommuting), our B Corp status is a way of life and the center of how we run and grow our business.
Financial profitability and social responsibility are one when you manage your financial life with Archer.
MEET THE TEAM
Let’s be real, it takes a village be the best at what we do. We are your dream team of smart money management. We are here to take your finances and life to the next level in every way we can!