
Archer Investment Management
Archer Investment Management is a fee-only financial advisory firm based in Austin, Texas that specializes in helping high-achieving professionals navigate important financial decisions.
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Archer Investment Management is a fee-only financial advisory firm based in Austin, Texas, specializing in providing comprehensive financial planning and investment management services for high-achieving professionals. They are certified financial planners (CFPs) who focus on quality over quantity, taking on a limited number of clients to ensure personalized attention and tailored recommendations. They prioritize transparency and ethical practices, operating as fiduciaries and being a registered B-Corp committed to environmental protection, transparency, and accountability.
Archer Investment Management utilizes a 100% digital approach, making their services accessible to clients nationwide and minimizing expenses. They offer a range of services, including investment management, comprehensive financial planning, and financial life planning, all designed to help clients achieve their financial goals and build a secure future. Their team of experienced advisors provides personalized guidance, proactive check-ins, and ongoing support to help clients navigate important financial decisions, simplify tax season, and achieve peace of mind.
Flexibility
Archer Investment Management offers a completely digital approach to financial planning, allowing their employees to work remotely and provides flexibility in terms of location and work hours. This means employees can work from anywhere with a reliable internet connection, allowing for a flexible work schedule that can accommodate personal needs and preferences.
Benefits
Archer Investment Management offers a comprehensive benefits package for its employees, including a 401(k) with employer matching, health insurance, and opportunities for professional development. They also prioritize work-life balance with flexible work arrangements and a supportive work environment.
Mission
Archer Investment Management is a fee-only financial advisory firm based in Austin, Texas, specializing in providing comprehensive financial planning and investment management services to high-achieving professionals. They focus on building long-term financial security by helping clients navigate important financial decisions, minimize taxes, protect their families, and create a plan for their future. They are committed to transparency and accountability, emphasizing a client-centric approach and a commitment to higher standards for environmental protection.
Culture
Archer Investment Management promotes a client-centric culture that values transparency, personalization, and proactivity. They emphasize a fee-only, fiduciary approach, ensuring that their clients' interests come first, and prioritize building strong relationships with their clients. They are committed to providing high-quality, personalized financial planning and investment management services, with a focus on digital accessibility and transparency.
DE&I
Archer Investment Management is committed to creating a diverse, equitable, and inclusive workplace. This is reflected in their hiring practices, where they actively seek out and recruit candidates from underrepresented groups. They also strive to provide a supportive and welcoming environment for all employees, regardless of their background, through initiatives such as diversity and inclusion training and employee resource groups. Their commitment to diversity, equity, and inclusion is evident in their diverse leadership team and their efforts to create a workplace where everyone feels valued and respected.
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