Advisors at this firm
Marti B
CFP®, Series 63, Series 65
Hayden, ID
Archer Investment Management
Marti Bott is a CFP® with eight years of industry experience, currently serving as an advisor at Archer Investment Management since 2024. Prior to joining Archer, Marti worked at Ameriprise Financial Services, LLC, and managed the Bott Household from 2016 to 2023. Archer Investment Management serves individual investors, including high-income professionals and high-net-worth clients, as well as nonprofit institutions and endowments, offering discretionary portfolio management, financial planning, and related advisory services. The firm employs an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control, and features a subscription service distinct from its investment management offerings.
Emily R
CFP®, Series 63, Series 65
Austin, TX
Archer Investment Management
Emily Rassam is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Archer Investment Management, where she has worked since 2022. Her prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, Princor Financial Services Corporation, and Principal Life Insurance Company. Archer Investment Management serves individual investors, nonprofit institutions, foundations, and endowments, offering discretionary portfolio management, financial planning, retirement and estate planning, and related advisory services. The firm employs an institutional, IPS-driven investment process focusing on diversification, tax efficiency, and risk control, with client portfolios that often include domestic and international equities, bonds, mutual funds, ETFs, and digital assets.
Richard A
CFP®, CFA®, Series 66
Austin, TX
Archer Investment Management
Richard Archer is a CFP®, CFA®, and Series 66-licensed financial advisor with 21 years of industry experience. He has been with Archer Investment Management since 2008, working as part of a five-advisor team based in Austin, TX. Archer Investment Management serves individual investors, including high-income professionals and high-net-worth clients, as well as nonprofit institutions, foundations, and endowments. The firm offers discretionary portfolio management, financial planning, and retirement and estate planning, using an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control.
Cheyney S
CFP®, Series 66
Austin, TX
Archer Investment Management
Cheyney Scarbrough is a CFP® with three years of industry experience, currently serving at Archer Investment Management. Prior to joining Archer, Scarbrough worked at Dimensional Fund Advisors and SKG, Inc. Outside of advisory work, Scarbrough is involved in operating a home-based rental property management business. Archer Investment Management serves individual investors, high-net-worth clients, and nonprofit institutions, offering discretionary portfolio management, financial planning, and retirement and estate planning services. The firm employs an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control, and is notable for its subscription advisory offering and explicit digital-asset exposure.