Archambo Financial Advisors, Inc.

Archambo Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $163 million in client assets. Services include individualized investment supervisory services and written financial plans addressing taxes, retirement, insurance, and estate considerations, with advisory fees charged as a percentage of assets under management.

The firm builds client-specific investment policies through personal discussions and implements them on a discretionary basis, employing a mix of analytic methods — including fundamental, technical, quantitative and charting analyses — and both long‑ and short‑term trading strategies. Accounts are monitored continuously and reviewed at least annually, and clients receive periodic performance and holdings reports.

Archambo’s brochure highlights several atypical affiliations: its investment professionals are also registered representatives of an affiliated broker‑dealer and the firm relies on that broker‑dealer and its clearing partner for trade execution, custody-related services and performance reporting, arrangements the brochure discloses can lead to separate commission compensation for non‑advisory transactions. The firm also has an ownership link to a local accounting firm (with cross‑referrals disclosed and an accounting principal spending a substantial portion of her time in that practice) and at least one advisor holds life and health insurance licensure and may receive insurance commissions; the brochure describes these relationships and the firm’s policies to address resulting conflicts.