RA
Richard Archer
Austin, TX
Verified Identity
President, Founder at
Archer Investment Management
Years of Experience
26 years
Number of Clients
211
Average Client Size
$1,165,876
Member Since
2022
Allow Me to Introduce Myself
We provide Financial Planning For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years.
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 schoo...
Clientele
Retirees
Surviving Spouses
Women in Tech
Inheritors
Startup Employees
Tech Employees
Corporate Executives
Services Provided
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Specialties and Expertise
Retirement Income
Tax Minimization Inv...
Portfolio Construction
College Planning
Cash Flow Analysis
Cryptocurrency & NFTs
Alternative Investments
Philanthropic Planning and Giving
Credentials and Designations
Chartered Financial Analyst®
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Certified Financial Planner™
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Certified Digital Asset Advisor®
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Pricing Models
AUM
Education
University of Texas at Austin
MBA
Obtained in 2009
University of Pennsylvania
Bachelor of Science in Economics with Honors from the Wharton School
Obtained in 1997
Disclosures and Proof of License
SEC Profile
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