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Archer Investment Management's Overview

Total employees5
HeadquartersRaleigh
Founded2017

Archer Investment Management is an independent, fee-only investment advisory firm based in Raleigh, North Carolina. Registered with the Securities and Exchange Commission, they offer comprehensive financial planning and personalized investment management services. The firm focuses on building long-term relationships with clients, emphasizing tailored strategies to meet individual financial goals, risk tolerance, and life circumstances. As fiduciaries, Archer Investment Management is committed to always placing their clients' interests first, operating with transparency and integrity.

Where is Archer Investment Management's Headquarters?

HQ Function

The Raleigh headquarters serves as the central hub for all firm operations, including client consultations, financial planning, investment strategy development, portfolio management, and administrative functions.

Notable Features:

The office is situated in a professional office building on Glenwood Avenue, offering a modern, accessible, and confidential environment conducive to client meetings and collaborative teamwork.

Work Culture:

Archer Investment Management fosters a client-centric, collaborative, and ethical work culture. As a fee-only fiduciary, the firm emphasizes integrity, transparency, continuous learning, and personalized service. The team is dedicated to providing expert financial guidance and support to their clients.

HQ Significance:

The Raleigh headquarters is pivotal for serving clients throughout the Research Triangle area and North Carolina. Its location allows the firm to be accessible to a diverse client base, including professionals, families, and business owners.

Values Reflected in HQ: The professional setting and client-focused operations of the headquarters reflect Archer Investment Management's core values of integrity, objectivity, competence, confidentiality, and a steadfast commitment to acting in their clients' best interests.

Location:

Archer Investment Management primarily focuses on serving clients within the United States, with its operations centered at its Raleigh, NC headquarters. While they design and manage globally diversified investment portfolios to meet client objectives, the firm's direct operational presence and primary client base are domestic.

Street Address:

3700 Glenwood Ave, Suite 230

City:

Raleigh

State/Province:

NC

Country:

USA

Archer Investment Management's Global Presence

Buying Intent Signals for Archer Investment Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Archer Investment Management

As of April 2025, Archer Investment Management' leadership includes:

Richard J. Archer, CFA, CFP® - President & Chief Investment Officer
Matthew B. Smith, CFP® - Vice President & Senior Financial Advisor

Investors of Archer Investment Management

Archer Investment Management has been backed by several prominent investors over the years, including:

Archer Investment Management is a privately held, independent investment advisory firm. It is primarily owned by its principal founders/partners and is not backed by external institutional investors.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

There is no readily available public information regarding significant executive new hires or exits at Archer Investment Management in the last 12 months. As a smaller, privately held firm, such internal changes are typically not broadly publicized.

Technology (Tech Stack) used by Archer Investment Management

Discover the tools Archer Investment Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Archer Investment Management Email Formats and Examples

Archer Investment Management utilizes a common professional email format for its employees. The most frequently observed pattern is the first initial followed by the last name.

[first_initial][last]@archerinvestment.com

Format

rarcher@archerinvestment.com

Example

90%

Success rate

News and media

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