Being Independent

Being an Independent Financial Advisor

Being independent means we don't have any of our own investments. Our job is to go into the market and find what is best for you and your goals. We strive to find the best investments to meet those goals for your income and growth. It's our advice that is valuable and our time working for you. 

Being a Fiduciary

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.

Customized Guidance Based on Your Needs

Independent Advisors are focused not on the firm’s objectives or products but yours specific needs. If you have needs with tax planning, estate planning, or managing assets as different locations, independent advisor have the freedom to hand pick your solutions based solely on your needs.

A Proactive, Attentive and Personal Relationship

To give you advice that is aligned with your goals, we must first build a strong understanding of your situation. To do so we must build deep relationships with our clients. This often takes regular, ongoing interactions. We understand your finances are very personal and confidential and all information is treated with the greatest confidence and care. This allows us also to protect your information and investments from outside influence or fraud, because we know you.

Your Money is Held at an Independent Custodian, Not the Advisor firm.

Archer Financial Services as an independent financial firm holds all assets at a third party custodian to hold and safeguard the investments and assets. For many investors, this gives a reassuring system of checks and balances. At no time does Archer Financial Services take hold of any assets. Our job is to advise and direct.