Richard Archer

CFA, CFP®, MBA

Archer Investment Management

President

Richard Archer

CFA, CFP®, MBA

Archer Investment Management

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard Archer, CFA, CFP®, MBA

(800) 840-5946

FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVICE FOR TECH EXECUTIVES AND MORE!

Richard Archer is a Austin, TX fee-only financial planner. Archer Investment Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Richard Archer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Richard Archer is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 that the wonderful and eclectic people 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.  

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Women
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Richard Archer is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Richard Archer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Richard Archer is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CFA - Chartered Financial Analyst
    Richard Archer is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

Contact Richard Archer

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Office Locations:

  • 714 W. Annie Street
    Austin, TX 78704

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