Richard  Archer

Richard Archer

| CFA, CFP®, MBA

Archer Investment Management

(800) 840-5946

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FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVICE FOR OUR NEIGHBORS IN SOUTH AUSTIN AND BEYOND

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Sustainable Investing
  • LGBTQ Planning
  • College Education Planning
  • 401(k) and IRAs
  • Socially Responsible Investing
  • Employee Benefits

Website

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714 W. Annie Street
Austin, TX 78704

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Richard Archer is a Austin, TX Fee-Only Financial Planner serving Austin and all surrounding areas. Archer Investment Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Richard Archer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Growing up, I experienced the financial stress and anxiety that divorce and unexpected unemployment can bring. My family's financial instability came while I was attending junior high school in a wealthy Indiana suburb, surrounded by kids with gold cards, the latest fashions, and spring break trips to faraway places. This created a strong desire in me for financial security and led me to work very hard in school, taking advantage of every opportunity.

Everyone has a different relationship with money. Some of my creative clients don't like to think about it and would rather spend their energy pursuing their art. Other clients save aggressively so they have the freedom to retire early. I feel privileged to get to speak confidentially with all types of people and learn about a private topic most people don't often share. It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.


Professional Certifications

  • CERTIFIED FINANCIAL PLANNER™ Professional, 2012
  • Chartered Financial Analyst, 2002

Education

  • McCombs School of Business, University of Texas - Masters in Business Administration
  • The Wharton School, The University of Pennsylvania - Bachelor of Science in Economics with Honors

Community

  • YMCA of Central Texas - Board Member
  • Leadership Austin - Class of 2010, Former Board Member
  • Austin Sunshine Camps - Former Board Member
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Archer Investment Management is a fiduciary registered investment advisor, which means we are legally required to avoid any recommendations that might conflict with your best interests. Our sole aim is to make sure your financial life is in good health. Think of us as the quarterback of your financial team as we help coordinate your investments, employee benefits, insurance, taxes, and estate planning.

Archer Investment Management came to life 10 years ago after we realized that the creative professionals in our South Austin neighborhood needed financial advice from likeminded people. 

In the years since, we’ve learned that regardless of your profession or life choices, everyone needs the peace of mind and confidence that their hard-earned money is working in their best interests. Our honest and straightforward approach to planning and investments will help you enjoy the life you’ve worked so hard to achieve.  

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