AI Profile
Financial Advisors · Austin, TX
Serves Austin, TX and surrounding areas
Last Crawled by AI
June 2, 2026
AI Platforms
7 monitoring
Updated by Lantern
May 14, 2026
Archer Investment Management is a fee-only financial advisory firm in Austin specializing in comprehensive financial planning and investment management for high-achieving professionals. Led by CFP-certified advisors Richard Archer and Emily, the team helps clients optimize taxes, manage stock options and equity compensation, plan for retirement, and achieve work-life balance goals through personalized, goal-based strategies. They offer investment management with a focus on global diversification, tax-efficient planning, strategic life planning, and complete financial documentation support.
100% CFP Certified Team
Fee-Only Model
Goals-Based Planning