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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Matt Archer

Founder & Managing Partner | Investment Advisor

919-758-8911

919-758-8918

With a solid background in the financial industry, Matt Archer founded Archer Investment Management in January of 2006. Matt's experience in the financial services industry began as an intern with Merrill Lynch in New York in 1997.

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Nina O'Neal

Partner | Investment Advisor

919-758-8911

919-758-8918

Nina O’Neal’s experience with affluent families as well as companies both large and small gives her clients a unique perspective in the management of their finances.

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Adam Calloway

Manager of Operations and Client Relations

919-758-8911

919-758-8918

Adam Calloway holds the position of Manager of Operations and Client Relations and has over eight years of customer service experience in a variety of industries. It is these past experiences that help him to better serve our clients....

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