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

CFA®

Chartered Financial Analyst®

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CFP®

Certified Financial Planner™

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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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