Richard Archer (CFA®, CFP, MBA)
Richard Archer focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
- Socially Responsible Investments
- College/Education Planning
- Corporate Executives
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
- Socially Responsible Investments
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