Richard Archer
CDAA, CFA®, CFP®, MBA
Archer Investment Management
President
Richard Archer
CDAA, 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, CDAA, CFA®, CFP®, MBA
Archer Investment Management provides people-focused financial planning for tech industry professionals.
Richard Archer is an 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 - Executive Committee & 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 14 years ago after we realized that busy professionals 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
- Cryptocurrency Investing
- Retirement Income Planning
- Investment Management
- Employee Stock Options & Restricted Stock
- College Education Planning
- Tax Planning
- Financial Life Planning
Ideal Clients
- Business Owners and Executives
- Busy Professionals
- Women
- Retirees and Near Retirees
- Sudden Money Situations
- Growing Families
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Richard Archer is a NAPFA-Registered Financial AdvisorThe 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.
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Richard Archer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Richard Archer is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Richard Archer
Office Locations:
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8701 N. MoPac Expressway
Suite 160
Austin, TX 78759
