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Richard Archer | Financial Advisor

Profile img for Richard Archer, financial advisor at Archer Investment Management
Austin, TX
Richard Archer
Financial Advisor
President, Founder at
Archer Investment Management

Verified Identity

Important Disclosures

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 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 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 clients don't like to think about it and would rather spend their energy pursuing their careers. Other clients save aggressively, so they have the freedom to retire early. I feel privileged 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.
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Specialties and Expertise

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Retirement Income
Tax Minimization Investment Strategies
Portfolio Construction
College Planning
Cash Flow Analysis
Cryptocurrency & NFTs
Alternative Investments
Philanthropic Planning and Giving

Clientele

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Retirees
Surviving Spouses
Women in Tech
Inheritors
Startup Employees
Tech Employees
Corporate Executives

Credentials and Designations

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Chartered Financial Analyst®

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Certified Financial Planner™

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Certified Digital Asset Advisor®

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Master of Business Administration

Education

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University of Texas at AustinMBAYear Obtained: 2009
University of PennsylvaniaBachelor of Science in Economics with Honors from the Wharton SchoolYear Obtained: 1997
Quick Facts About Richard
Years of Experience:26 yearsMember since:2022Average Account Size:$1,165,876Number of clients:211

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Retirement Planning

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Tax Planning

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Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
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Austin, TX
Richard Archer
Financial Advisor
President, Founder at
Archer Investment Management
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