Financial planner · Austin, TX · reviewed since 2018
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#23 of 66 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 66%
5.0★★★★★40 Google reviews · 13 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Archer Investment Management five stars based on forty reviews, noting the owner responds to all feedback. Clients describe the firm as providing personalized financial planning, investment management, and retirement guidance that addresses specific goals and risk tolerance. Recurring themes include clear communication without jargon, prompt responsiveness to inquiries, and thorough onboarding processes that build trust. Many clients highlight the team's ability to explain complex financial concepts simply and offer ongoing support for various life events, such as buying a home or managing retirement accounts.
Google rating: 5.0 out of 5 from 40 reviews (100% five-star).
Reviews on this page: 40 Google reviews (40 with written comments).
Owner responses: the business replied to 100% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: reliability.
Archer Investment ManagementRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Archer Investment Management: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Archer Investment Management: 98/100 on this factor. Category median: 98.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Archer Investment Management: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Archer Investment Management: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 51.–
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Bar = this company · dark tick = category median.
Star ratings
40 Google reviews we collected
5.0of 5
5 stars40100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 40 written reviews
99%praise
Praise8099%
Complaints11%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price1056%
Reasonable844%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude2126%
Honesty & trust1620%
Would recommend1417%
Quality & results1316%
Speed & response1012%
Communication79%
What customers talk about
We read 40 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Their team is knowledgeable, professional, and genuinely committed to providing personalized guidance.”
“Working with Cheyney Scarbrough and Richard Archer has been a genuinely good experience.”
“I would HIGHLY recommend their services for anyone seeking help and guidance with their finances.”
“Great experience with Archer Investment Management!”
“They're always quick to respond to my questions, incredibly helpful, and consistently supportive throughout the process.”
“They took the the time to understand my family's goals, my risk tolerance, and explain everything clearly without any jargon.”
People customers mention
Emily13 reviews
Richard10 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Archer Investment Management for 8 kinds of job. Pick one to see what they paid and said.
DDanny5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a week ago★★★★★
Working with Cheyney Scarbrough and Richard Archer has been a genuinely good experience. They took the the time to understand my family's goals, my risk tolerance, and explain everything clearly without any jargon. They've made an immediate impact on my personal life by giving me time back and reducing the stress of…
MMaria5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★
Great experience with Archer Investment Management! Their team is knowledgeable, professional, and genuinely committed to providing personalized guidance. They take the time to understand our goals and make the investment process approachable and straightforward. Highly recommend!
Great priceFinancial planEstate planningRetirement savings consulting
BBrian2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Been with this group for a few years and highly recommend. They’ve successfully steered our portfolio through many economic challenges, but my favorite aspect of their approach is the highly personalized and considerate consultations we have with them. For example, sending us a book on how to talk to our kids about money!
PPat3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
I've had a great experience working with Emily, Richard and team for well over 15 years. They provide truly personalized service, taking the time to understand my goals and offer advice that's tailored to my specific needs. They're always quick to respond to my questions, incredibly helpful, and consistently…
Reasonable priceFinancial planFinancial coaching
DDrew5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
We love the expertise and the range of services Archer provides. This has been important as different situations have arisen in our lives. It's nice to know we have a trusted resource we can start with for any type of financial matter.
JjeffreyLocal Guide · 25 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · Edited 6 months ago★★★★★
If you need someone to trust this is the place Emily has been great to us and very helpful and listen to our needs and comes up with a plan that fits our needs you won’t go wrong with her
Working with Cheyney Scarbrough and Richard Archer has been a genuinely good experience. They took the the time to understand my family's goals, my risk tolerance, and explain everything clearly without any jargon. They've made an immediate impact on my personal life by giving me time back and reducing the stress of managing personal finances for my growing family. I would HIGHLY recommend their services for anyone seeking help and guidance with their finances.
Great experience with Archer Investment Management! Their team is knowledgeable, professional, and genuinely committed to providing personalized guidance. They take the time to understand our goals and make the investment process approachable and straightforward. Highly recommend!
Been with this group for a few years and highly recommend. They’ve successfully steered our portfolio through many economic challenges, but my favorite aspect of their approach is the highly personalized and considerate consultations we have with them. For example, sending us a book on how to talk to our kids about money!
Response from the owner · 2 months ago
We appreciate you sharing your feedback. Thank you
P
Pat Kirkland Leadership3 reviewsiTotal number of Google reviews Pat has written across all businesses on Google Maps, not just this one.
I've had a great experience working with Emily, Richard and team for well over 15 years. They provide truly personalized service, taking the time to understand my goals and offer advice that's tailored to my specific needs. They're always quick to respond to my questions, incredibly helpful, and consistently supportive throughout the process. I appreciate their professionalism, knowledge, and the thoughtful guidance they provide. I highly recommend them to anyone looking for a financial advisor who genuinely cares about their clients and provides excellent advice.
Price assessment: Reasonable price
Services: Financial plan, Financial coaching
Response from the owner · Edited 2 weeks ago
We appreciate you sharing your feedback. Thank you.
D
Drew Bixby5 reviewsiTotal number of Google reviews Drew has written across all businesses on Google Maps, not just this one.
We love the expertise and the range of services Archer provides. This has been important as different situations have arisen in our lives. It's nice to know we have a trusted resource we can start with for any type of financial matter.
Services: Financial plan, Retirement savings consulting, Financial coaching, Investment advising, Tax planning, Wealth management, General investment consulting, Service not listed
Response from the owner · 3 months ago
We appreciate you sharing your feedback. Thank you.
J
jeffrey reynoldsLocal Guide · 25 reviewsiTotal number of Google reviews jeffrey has written across all businesses on Google Maps, not just this one.
If you need someone to trust this is the place Emily has been great to us and very helpful and listen to our needs and comes up with a plan that fits our needs you won’t go wrong with her
Price assessment: Great price
Services: Financial plan
Response from the owner · 8 months ago
We appreciate you sharing your feedback. Thank you.
S
Stephen Seidman3 reviewsiTotal number of Google reviews Stephen has written across all businesses on Google Maps, not just this one.
I've been working with Archer Investment Management for nearly 15 years It goes without saying that they have done a very good job in managing my investments, but beyond that, they have been an invaluable resource for providing information about choices with financial implications: retirement, house purchase, insurance, ... I recommend Richard Archer and his staff most highly.
Response from the owner · 6 months ago
We appreciate you sharing your feedback. Thank you.
F
Fred Cook8 reviewsiTotal number of Google reviews Fred has written across all businesses on Google Maps, not just this one.
“I have found Archer Investment Management to be a really customer oriented firm. The support staff is very professional as well as the Brokers in the firm. I am most satisfied as I can always reach someone quickly and my calls are returned in a timely manner. I am very comfortable with the level of financial expertise by all members of this firm. I completely trust their judgement in managing my portfolio.”
Response from the owner · 8 months ago
We appreciate you sharing your feedback. Thank you.
E
Elizabeth Jeffers6 reviewsiTotal number of Google reviews Elizabeth has written across all businesses on Google Maps, not just this one.
Working with Richard and Emily has been a different experience right from the beginning. Rather than jumping into our current investments and risk tolerance to create a cookie-cutter plan, they took the time to truly get to know us. By asking the right questions and listening to our background, our goals, and what is important to us, they built a strong relationship with us.
That foundation has helped us move forward confidently with our financial planning, especially when big decisions need to be made. They make themselves readily available to answer our many questions. We are happy we chose AIM.
Price assessment: Great price
Services: Financial plan
Response from the owner · 7 months ago
We appreciate you sharing your feedback. Thank you.
D
Danny Lenz2 reviewsiTotal number of Google reviews Danny has written across all businesses on Google Maps, not just this one.
Richard and Emily are a fantastic team! We reached a point in our life that we thankfully had options for our money, investments, and the way we wanted to live our lives. Their approach is personalized to understand your relationship with finances and tailored to how you want to enjoy your money now and into the future. We had considered ourselves smart with our finances, but the Archer team exceeded our expectations and opened up several opportunities to maximize our potential. We got support & recommendations for exactly how to allocate, invest, and yes spend our money the way we wanted our lifestyle to be. This approach gave us the peace of mind knowing our future was secure, our 3 kids college was within reach, and our "fun" spending on family and vacations was a balanced way for us to enjoy the long journey. And on top of that, they make the process simple and as easy as possible. So glad we found this team.
