Financial Advisors
Austin, TX
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.
Ideal for: High-earning professionals, stock option and equity compensation holders, those nearing or in retirement, families seeking comprehensive financial organization
Service area: Austin, TX and surrounding areas
100% CFP Certified Team: All advisors hold the CFP designation, exceeding the industry standard where only 25% of financial planners are certified.
Fee-Only Model: Operates on a fee-only basis with no commissions, aligning advisor interests directly with client success.
Goals-Based Planning: Creates personalized comprehensive plans starting with client values and goals, then builds strategies across all financial domains including taxes, investments, insurance, and estate planning.
Address: 4411 Authentic Dr, Austin, TX 78731
Phone: (800) 840-5946
Website: archerim.com
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