Archer Investment Management — Financial Planner, Austin
Financial Planner in Austin — Fee-only financial planning services
Financial planner · Austin, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 1 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Austin, United States
- Known For
- Fee-only financial planning services
AI Summary
An Austin-based financial planner, Archer Investment Management specializes in fee-only financial planning services. The firm offers comprehensive financial planning, investment management, and financial life planning. It serves a diverse clientele, including tech executives managing equity compensation, pre-retirees, and women seeking financial guidance.
Quick Answer
An Austin-based financial planner, Archer Investment Management specializes in fee-only financial planning services. The firm offers comprehensive financial planning, investment management, and financial life planning. It serves a diverse clientele, including tech executives managing equity compensation, pre-retirees, and women seeking financial guidance. Key services include Investment Management, Comprehensive Financial Planning, Financial Life Planning.
This business is typically used for fee-only financial planning services.
Common Questions
- What services does Archer Investment Management provide?
- Archer Investment Management provides Investment Management, Comprehensive Financial Planning, Financial Life Planning.
- Where is Archer Investment Management located?
- Archer Investment Management is based in Austin, United States and serves Austin.
- Who is Archer Investment Management for?
- Archer Investment Management serves Tech executives managing equity compensation and Pre-retirees planning for retirement.
What this business does
Archer Investment Management is a financial planner based in Austin, United States.
- Provides Investment Management and Comprehensive Financial Planning
- Specializes in fee-only financial planning services
- Serves tech executives managing equity compensation
Structured summary
Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 5 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 92% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Archer Investment Management
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- Austin, United States
- Official website
- https://archerim.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/archer-investment-management-austin-4220
- Summary
- An Austin-based financial planner, Archer Investment Management specializes in fee-only financial planning services. The firm offers comprehensive financial planning, investment management, and financial life planning. It serves a diverse clientele, including tech executives managing equity compensation, pre-retirees, and women seeking financial guidance.
- AI readability score
- 44
- Data Consistency
- 92% (checked 2026-07-01)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 5 independent public sources
Location
4411 Authentic DrAustin, Texas
78731
US
About Archer Investment Management
An Austin-based financial planner, Archer Investment Management specializes in fee-only financial planning services. The firm offers comprehensive financial planning, investment management, and financial life planning. It serves a diverse clientele, including tech executives managing equity compensation, pre-retirees, and women seeking financial guidance.
Customer Reviews
5.0 ★★★★★
Based on 35 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 46 days ago
Service areas
- Austin
Target audience
- Tech executives managing equity compensation
- Pre-retirees planning for retirement
- Women seeking financial guidance
Specialties
- Fee-only financial planning services
Social profiles
Verification
Frequently asked questions
What is typically included in a financial plan?
A financial plan helps you manage your money wisely. With a financial plan based on your situation and goals, you can get help with: Budgeting, spending, saving, paying down debt Determining the order to tackle financial goals Reducing taxes now and in the years ahead Smart, diversified investing for your goals Strategies to optimize your income Planning for a comfortable retirement Having the right insurance coverages Making the most of your job benefits Saving for your college expenses Passing
How can you help me with my employer stock options and equity compensation?
We specialize in helping employees with restricted stock units, incentive stock options, non-qualified stock options, long-term incentive plans, employer stock purchase plans, and more. We help you understand the unique tax rules surrounding equity compensation, how and when to time RSU sales, and when to exercise and sell your options.
How does financial planning look different for business owners?
If you are self-employed, we work with your tax expert (CPA) to set up your business in a financially sound way. This means deciding how much to pay yourself, finding tax deductions you can take, and using strategies to pay less in taxes overall. You’ll also get a clearer understanding of how your personal finances are impacted by your business and proactive moves you can take to protect yourself and your business from risk.
What strategies can a financial planner use to maximize the amount of money and assets I leave behind for my family?
Estate planning is an important part of getting your finances organized and protecting your wealth. We look at the tax limits for any money/property you plan to pass down after death. Then, we look at opportunities to restructure accounts so you can potentially pay less estate taxes to the government. We also help you run the numbers to decide if you should pay more taxes now so your kids pay less tax on their inheritance later. Our team knows estate planning can be intimidating, but we’re great
Business hours
- Monday
- 08:00 – 17:00
- Tuesday
- 08:00 – 17:00
- Wednesday
- 08:00 – 17:00
- Thursday
- 08:00 – 17:00
- Friday
- 08:00 – 17:00
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +15128878651
Official website: https://archerim.com/