We honestly could not ask for a better partner.

My husband and I have been working with Richard and the team at Archer Management Group for over 10 years, and we honestly couldn’t ask for a better partner. Richard is not only incredibly knowledgeable — he’s also just a genuinely great person. We always feel like he’s looking out for us and helping guide us in the right direction. He’s helped us through an inheritance, purchasing homes, managing complex stock options/RSAs at work and helps keep our finances running smoothly.

The whole team is super responsive and on top of things, and they’ve made the whole process of managing our finances feel less stressful and more secure. We really trust Richard with our money, and that peace of mind is huge for us. I highly recommend Richard and team!

Dave

Received on Google July 2025

Their expertise in the tech startup industry is invaluable to navigate company stock options and instill confidence when exercising.

Working with Emily, Richard, and the rest of the Archer team has been an absolute game-changer for my financial well-being. From our very first meeting, their friendliness and professionalism put me completely at ease. I feel like they genuinely care about my goals, and they’ve been incredibly patient in answering all my (many!) questions. If you are anything like me starting this process with no idea what the heck your financial goals are, don’t worry, they will gently guide you. They do a thorough intake process over several meetings to identify goals, risk tolerance, and get to know clients.

I had a scattered mess of accounts due to changing employers and random investments over the years. Now all of those accounts are organized and manageable from a single place. Their expertise in the tech startup industry is invaluable to navigate company stock options and instill confidence when exercising. What truly sets them apart is their high quality tooling. I love love love that they have everything in a secure cloud with custom dashboards, and all signatures are electronic – no more printing and mailing, thank goodness! They also pre-fill any necessary forms with my personal info which is a huge timesaver. Their responsiveness is truly remarkable; I’ve always received incredibly fast replies. This level of dedication is rare and greatly appreciated. Last but not least, I get to sit back and watch my investments grow. For the first time in my life, I can see a path to early retirement.

I wholeheartedly recommend Archer Investment Management to anyone seeking a trustworthy, knowledgeable, and highly responsive financial planning service.

Maggie

Received on Google May 2025

Personalized to our lifestyle

Richard and Emily are a fantastic team! We reached a point in our life that we thankfully had options for our money, investments, and the way we wanted to live our lives. Their approach is personalized to understand your relationship with finances and tailored to how you want to enjoy your money now and into the future. We had considered ourselves smart with our finances, but the Archer team exceeded our expectations and opened up several opportunities to maximize our potential. We got support & recommendations for exactly how to allocate, invest, and yes spend our money the way we wanted our lifestyle to be. This approach gave us the peace of mind knowing our future was secure, our 3 kids college was within reach, and our “fun” spending on family and vacations was a balanced way for us to enjoy the long journey. And on top of that, they make the process simple and as easy as possible. So glad we found this team.

Danny and Julia

Received on WealthTender October 2024

I was quite literally afraid of getting help and all that it involved. It’s been wonderful. No kidding: best decision ever!

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!

Scott

Received on WealthTender July 2024

Most thorough and personable financial planners and wealth managers.

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.

Andrea and George

Received on WealthTender 2024

We’ll forever remember Emily as the person who said we 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.

Kay

Received on WealthTender June 2022

There is no one else I would trust with my financial future. This advisor/client relationship is the best I’ve ever had.

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.

Elaine

Received on WealthTender June 2022

The entire experience has brought us a great sense of security

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.

Karen

Received on WealthTender February 2023

Before meeting with the Archer Team, we had concerns about the value wealth management would bring to the table. Those concerns were quickly squashed after meeting with the team.

We have really enjoyed working with Archer Investment Management. We reached out to them because we wanted financial guidance and reassurance as we move toward reaching education goals for our children and retirement goals for ourselves. We knew we needed to diversify some of our assets but had no idea how to do so in a financially savvy way. Before meeting with the Archer Team, we had concerns about the value wealth management would bring to the table. Those concerns were quickly squashed after meeting with the team. They pointed out things we hadn’t thought of and questions we hadn’t asked ourselves to help create more specific goals than we would have set for ourselves. They kindly and patiently walked us through creating a plan that fit our comfort level and helped us take the steps needed to put that plan in action. If any of this sounds overwhelming, I can’t reiterate enough how much patience and support we received. It never felt overwhelming. We are so relieved to now have the support of these specific experts to help us stay on track to hitting our goals.

Kim

Received on WealthTender August 2024

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