Richard J. Archer, CFP<sup>&reg;</sup> - Financial Advisor

Richard J. Archer, CFP®

CFA, MBA

Archer Investment Management

8701 N Mopac Expy, Ste 160
Austin, TX 78759-8301
FINANCIAL ADVISOR'S WEBSITE
(800) 840-5946 CONNECT WITH Richard
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General

Richard Archer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Archer Investment Management in Austin, TX and the surrounding communities.

Financial Advisor Overview

Archer Investment Management came to life 10 years ago after we realized that women and their families needed financial advice that addresses their unique needs. We know that women need the peace of mind and confidence that their hard-earned money is working in their best interests. Our honest and straightforward approach to planning and investments will help you enjoy the life you’ve worked so hard to achieve.

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Financial Advisor Experience

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 in me 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 creative clients don't like to think about it and would rather spend their energy pursuing their art. Other clients save aggressively so they have the freedom to retire early. I feel privileged to get 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - MBA, Univ. of Texas

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources