Barbara Archer, CFP®, CLU, AEP®

Welcome to Archer Wealth Management, LLC

 

Archer Wealth Management is an independent financial services firm located in St. Louis, Missouri. We guide high net worth families and business owners in all areas of financial management.  This includes tax-efficient wealth accumulation; retirement, estate and gift planning; and business exit strategies.

We are committed to enriching clients' lives through financial solutions.  Clients do business with us because we can help them achieve their long term financial goals and financial independence.  Our detailed planning can help improve clients' quality of life and guide them through life's transitions with confidence.

The financial plans we develop are based on a thorough understanding of clients' goals, needs, and stage of life. We recommend innovative strategies which include a variety of investment and insurance vehicles with appropriate levels of risk. Then we implement and monitor the plan to help ensure that it meets expectations and changing client needs. During every step of the process, clients count on our experience and dedication to their success.

Barbara Archer was named one of "The Top 1000 Financial Advisors" by Barron's for 2012 (Feb 20, 2012).  She was one of only 15 financial advisors in Missouri on the 2012 Barron's list. 

Using independent research, St. Louis Magazine named Barbara Archer as a Five-Star Wealth Manager for 2012*.  This is Barbara's fifth consecutive award and it puts her in the top 3% of all wealth managers in the St. Louis area.

We offer to clients the "Archer Wealth Management Solution," a single web-based access point where you can easily view all of your updated financial accounts, as well as tax and legal documents and insurance coverage.  To learn more about how Archer Wealth Management can help you achieve financial success, click here to view our demo.

If you are interested in becoming an Archer Wealth Management client, please email Barbara Archer at barbara@archerwealth.com.

 

*To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 1800 wealth managers in the St. Louis area were considered for the award. 455 were named 2012 Five Star Wealth Managers which represents less than 3% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

8860 Ladue Road Ste 230, St. Louis, MO 63124

Phone: 314-726-2208   Fax: 314-726-5008   Email: barbara@archerwealth.com

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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