Richard Archer (CFA®, CFP, MBA)

Richard Archer focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive Financial Planning

Custom planning and advice tailored to your needs — available for clients with at least $500,000 under AIM's management.

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Goal setting

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Preparing for retirement 

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Investment selection and portfolio review

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Insurance analysis

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Estate planning guidance

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College savings goals and strategies

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Personalized client portal 

Additional Information

Investment Management

Our complete investment solution — available for clients with more than $500,000 under AIM's management

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Comprehensive financial planning (see above; no hourly fees)

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Custom investment portfolio

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Personalized client portal

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Detailed risk analysis

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Access to DFA mutual funds when appropriate

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Socially responsible investments available

NAPFA Start Date

August 02, 2017

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This Office

714 W Annie St Austin, TX 78704-4104 Phone: (800) 840-5946