Why Archer Investment Management?

We’re financial experts with a passion for people—providing jargon-free planning for busy professionals.

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Why Archer

What makes us different?

We’re changing the way clients think about financial planning. Here’s what sets our firm apart.

We put our clients first, always.

Yes, we are a fiduciary. But that’s just a fancy word explaining that we’ll never steer you into buying something you don’t need.

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We only accept a limited number of clients.

When you partner with us, you’re more than a number. You can invest with us because we invest in you first.

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We are 100% digital.

We’ve brought financial planning into the digital age—minimizing expenses and maximizing accessibility.

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We use our business to do good.

As a registered B-Corp, we’re committed to higher standards for environmental protection, transparency, and accountability.

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Perks of being a client

We have what sets us apart, and then we have the perks that keep our clients smiling.

All your financial needs, in one place.

From financial planning to investments to insurance—we review it all.

Proactive check-ins.

We pay attention, and we’ll review your finances to explain their progress.

We meet you where you are.

Our 100% digital approach allows us to support you wherever you are.

Fresh advice, freshly certified.

Our team stays ahead of the trends on financial education and certifications.

Tax season, simplified.

We reach out to your CPA each year and help with all of the messy paperwork.

Pressing questions,
always answered.

We encourage our clients to reach out to us with every question, no matter the time.

Hack-proof your finances.

We’ll ditch your hard documents for you, and help you protect yourself in the digital world.

If we can’t do it, we’ll tell you.

We don’t have egos. If you have a challenge we can’t handle, we’ll refer you to a trusted partner who can.

Low cost, tax efficient.

We hand-select index funds that help grow your money, rather than costing you.

Case Studies

We pride ourselves on designing simple solutions for complex problems. Read more about how these solutions come to life.

case study 1

CASE STUDY #1

Tackling Complex Executive Compensation

Along with consolidating his company stock positions with the rest of his portfolio to simplify his finances.

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case study 2

CASE STUDY #2

Building Financial Confidence

We integrated all of his financial assets, files, and plans into a secure client portal, so he can keep track of his entire financial life.

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case study 3

CASE STUDY #3

Managing an Unexpected Inheritance

The family feels much more confident in their financial future. They still prefer to live frugally, but they know they can live comfortably.

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Meet the Team

Our team of advisors lead with expertise, empathy, and decades of financial planning experience.

Richard J. Archer

Richard J. Archer

Owner/President
CDAA, CFA, CFP®, MBA
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Richard J. Archer

Richard J. Archer

Owner/President
CDAA, CFA, CFP®, MBA
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Emily Rassam

Emily C. Rassam

Senior Planner
CDAA, CFP®, CRPS®, AIFA®, NSSA
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Emily Rassam

Emily C. Rassam

Senior Planner
CDAA, CFP®, CRPS®, AIFA®, NSSA
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Tracy Costello

Tracy Costello

Practice Manager
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Tracy Costello

Tracy Costello

Practice Manager
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danielle-marsico-headshot

Danielle Marsico

Client Services Associate, MBA
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danielle-marsico-headshot

Danielle Marsico

Client Services Associate, MBA
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Kelly Gosiewski

Kelly Gosiewski

Account Administrator
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Kelly Gosiewski

Kelly Gosiewski

Account Administrator
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Shona Martin

Shona Martin

Paraplanner, CFP®
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Shona Martin

Shona Martin

Paraplanner, CFP®
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Kris Busche

Kris Busche

Paraplanner, MBA
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Kris Busche

Kris Busche

Paraplanner, MBA
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Team Memberships

FPA CFP CFA BCORP NAPFA Fee Only Network logo Digital Assets Council of Financial Professionals logo Carbon Fund logo Certified Digital logo

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