Archer Investment Management - Austin, Texas

Maggie D.

Working with Emily, Richard, and the rest of the Archer team has been an absolute game-changer for my financial well-being. From our very first meeting, their friendliness and professionalism put me completely at ease. I feel like they genuinely care about my goals, and they’ve been incredibly patient in answering all my (many!) questions. If you are anything like me starting this process with no idea what the heck your financial goals are, don’t worry, they will gently guide you. They do a thorough intake process over several meetings to identify goals, risk tolerance, and get to know clients.

I had a scattered mess of accounts due to changing employers and random investments over the years. Now all of those accounts are organized and manageable from a single place. Their expertise in the tech startup industry is invaluable to navigate company stock options and instill confidence when exercising. What truly sets them apart is their high quality tooling. I love love love that they have everything in a secure cloud with custom dashboards, and all signatures are electronic – no more printing and mailing, thank goodness! They also pre-fill any necessary forms with my personal info which is a huge timesaver. Their responsiveness is truly remarkable; I’ve always received incredibly fast replies. This level of dedication is rare and greatly appreciated. Last but not least, I get to sit back and watch my investments grow. For the first time in my life, I can see a path to early retirement.

I wholeheartedly recommend Archer Investment Management to anyone seeking a trustworthy, knowledgeable, and highly responsive financial planning service.

Claire A.

I've worked with Richard for years and found him to be a caring and knowledgable expert. Since his firm is independent, he is unbiased and only recommends what is in the client's best interest. Highly recommended for getting your retirement plan on track so you can focus on other things and he is an expert in college planning and financial aid. Great firm!

jeffrey R.

If you need someone to trust this is the place Emily has been great to us and very helpful