Dan

Values-based financial advising

We recently started working with Archer Investment Management and have been extremely pleased so far. They started off by getting to know us holistically – our values, our goals, our priorities – and from there have been helping us to build a comprehensive plan that is tailored to our particular personalities and lifestyles. They have gone above and beyond in providing advice and research for various scenarios we have now and may face in the future, and in general we have found the team to be relatable, knowledgeable, and highly helpful.