Margie Profile

The Archer Story

Archer. That is the name my father passed down to me and one I am proud to call my own. I have always been proud of my name because it was his legacy. He was a pillar of strength, a man of integrity, character, and most of all he cared about his people. When I started this practice, I wanted a name that represented those ideals because that is what this practice is about. What better way to honor my father, than to build a practice helping people and making character, integrity, and true caring for people at the very heart of the business. Yes we aim to be successful in wealth management, but over the years, I have learned that true wealth comes in many forms. I want to have the kind of value to my clients that is not just about the money, but it is also about who they are as people. I want them to know I care and it is evident in the relationships we build together. My father's name is on our door because my father's character is the foundation of our practice and it shows.

From Dreams… To Goals… To Flexibility… To Confidence

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.