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

Unmarried Couples

Women's Financial Planning Issues

Planning Specialties

If you die with five million dollars in the bank, I’ve failed.

Yes, I’m a financial planner, but I do things a bit differently.

I believe you can…

Make responsible financial decisions for tomorrow, without ignoring what your soul needs today. Save and invest wisely, while simultaneously planning for a trip across the globe. Practice mindful spending and map out a responsible plan to purchase your dream car or home.

Yes, I’ll make sure your retirement accounts are fully funded. I’ll geek out and dig deep to lower your taxes. We’ll help protect your family and finances no matter what the future (or market) holds.

If anything in your life has a dollar sign attached to it, I’ll help you optimize and maximize it.

But I’ll also help you do what no spreadsheet will…

I’ll challenge you to dream. To use your hard-earned money in creative and courageous ways that will make your future self proud.

I’ll help you let go of the stress money has created for you in the past and lean into the confidence you can have with a solid financial plan in place.

This is what financial planning with intention, courage, and creativity can do.

I’ll help you save for retirement, and also make sure you don’t wait until then to live.

Are you ready to live today while saving responsibly for tomorrow?

Great!

Because that’s what I do.

Important Questions I Can Help You Answer

How do I pay less in taxes and avoid a surprise tax bill?
Should I be more aggressive or conservative with my investments?
With my goals and income, am I going to be okay?
Do I have enough to retire?
What should I do with my company stock? Do I have too much?
How do I plan for a layoff before it happens?

Additional Information

Areas Of Expertise

The list above is just a small preview of the types of questions I can help you answer. Our team has deep expertise in many areas.

Lowering your taxes
Retirement planning & transition
Investment advice & management
Equity compensation & career
Financial goal setting & saving
Comprehensive financial planning
Estate planning
Life transitions
Money psychology & coaching
Progressive or unconventional households (LGBTQ+ & more)
Protecting your wealth with insurance
Medicare & Social Security

We Solve Problems Like Yours All The Time

Whatever goals, questions, or concerns you have, we’ve solved them dozens of times for people just like you.

Your goals are our goals and our job is to help you achieve them.

If you’re ready to let go of the stress around your finances and navigate money decisions with intentionality, and personal integrity, we would love to hear from you.

If you’re ready to chat now, head to our website and schedule a free chat with us.

Still on the fence? We get it. Who you choose to help with your finances is an important decision. Get a preview of what it’s like to work with us by viewing our LinkedIn Profiles. Our team shares thoughtful and helpful financial tips.

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