What Clients Say About Working With Us
Get a behind-the-scenes peek at what it looks like to hire our team and the positive impact we can potentially make in your financial life.
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, and there are no material conflicts of interest that would affect the given testimonials.
We’ve been working with Archer Investment Management for a couple of months now, and our experience has been excellent. As our first wealth management firm, they’ve set a high standard from day one.
Richard, Emily, Cheyney, Danielle, Tracy, and the rest of the team have been incredibly supportive, responsive, and genuinely committed to helping us feel confident about our financial future.
They are quick to answer questions, offer thoughtful and personalized guidance, and take the time to understand our goals. Their proactive communication and tailored advice have already made a noticeable difference in our financial planning.
We truly appreciate the partnership and look forward to continuing to grow our financial confidence with Archer. Highly recommend them to anyone looking for a knowledgeable, attentive, and client-focused wealth management team.
Brad
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
My wife and I have been working with the Archer team for several years now. They really took the time to get to know us and find what is important to us, so that they could cater our portfolio to our actual priorities and plans.
It felt like they asked all the right questions, in the right order and really listened and used those answers to craft our financial plan. I also love the feeling that our financial needs are receiving comprehensive care.
The Archer team routinely considers all the different ways that financial choices affect us (taxes, estate planning, vacation planning, gifting, etc.) and advises us on all those different subjects, individually and as they interrelate.
Finally, I’ve been very impressed with the team of professionals that Archer has assembled. Whatever we need at the moment, there’s a teammate who’s good at that and jumps in to help us take the next steps.
PEACE OF MIND.
Brad
I found the team at Archer Investment Management to not only be strong at the nuts and bolts of financial advising, but they really listen. The onboarding process was very thorough, and it’s clear that they listened really well because the plan felt tailored; it was NOT plug and play.
Also, we had great conversations where they felt like thought partners, not just experts telling me what to do. I truly value our partnership.
Michael
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
Working with Richard and Emily has been a different experience right from the beginning.
Rather than jumping into our current investments and risk tolerance to create a cookie-cutter plan, they took the time to truly get to know us.
By asking the right questions and listening to our background, our goals, and what is important to us, they built a strong relationship with us.
That foundation has helped us move forward confidently with our financial planning, especially when big decisions need to be made. They make themselves readily available to answer our many questions.
We are happy we chose AIM.
Elizabeth
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.
Tim
The entire Archer Investment Management team is FABULOUS! They have been so thorough in planning our financial future and answering all our questions. You will be in great hands! I cannot recommend highly enough!
Jonathan
Really great experience working with Richard, Emily and team. We were thinking we were in fairly good shape for retirement but having Archer map it all out for us was a huge help. We now have a well documented plan that tells us when and how we can do retirement.
Ric
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