Broker Check

About the Firm

Our Story

Nina O’Neal and Matt Archer met at a networking event in 2006.  During the financial crisis in 2009, they met for coffee and discussed the fate of the industry, client needs, and a vision for a different future for themselves and the people that they served.  They realized immediately that they both saw the same needs in the industry and had the same core moral values.  Both wanted to prioritize the client, not the company and focus on customer service and comprehensive advice.  Since then the company has thrived and has formed into the vision that they had many years ago.

The firm’s dedication to the community is what lead the Triangle Business Journal to identify Matt Archer, Founder and Managing Partner, as one of the 2011 “40 Under 40 Leadership Award” recipients and Nina O'Neal, Partner, as one of the 2018 "40 Under 40 Leadership Award" recipients. In 2016, Nina was named in the Investment News "40 Under 40" list as the "Trendsetter" and she is a regular contributor to Financial Planning Magazine. Both, Nina and Matt, are regularly sought out as industry thought leaders.  Each member of the company has a burning desire to help you enhance your life, protect what you value, and educate you on the opportunities available.

Archer Investment Management works with families and businesses all over the country. Located in one of the best and fastest growing cities in the country, Raleigh, North Carolina, the firm has been positioned for tremendous growth and opportunity.

Our Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. 

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