Archer Financial Services

Archer Financial Services is a family owned and operated financial services firm focused on the independent investor and small business owners. In 2008 when Joel Archer saw the need for proactive independent advice for his clients and in the midst of the great depression he created Archer Financial Services.

As fiduciaries regulated under the Investment Advisers Act of 1940, independent registered investment advisors to the highest standard of responsibility to their clients, therefore upholding them to always act in their clients' best interests. This encourages a unique level of personalized service not always found in investor-advisor relationships.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. We as a firm focus and specialize in helping you work towards your goals and trying to reach above average growth for tomorrow and income for retirement.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation, your families needs and provide you with only the highest quality information, services, and products to help you and your family reach your goals.

One idea many clients are finding is making sure their estate leaves a legacy that is beneficial to their families and loved ones around them well past their life span. Some see that leaving all their assets to beneficiaries all at once may not be the best idea.

Using different tools we can customize a timeline or direct funds in order to create a lasting impact for your heirs (increasing the inheritance) and leaving a positive impact for you favorite charitable organization and potentially reducing your taxes today.Let us show you how. 8 Types of Charitable Giving that can reduce your taxes and make an impact for the long term.