Wealth Management Solutions

Wealth Management

Your goals deserve more than a one-size-fits-all approach.

We start by defining what matters most and tracking progress over time, building dynamic, personalized plans that adapt to change. Our process empowers your family with confidence and clarity to reach meaningful milestones at every stage of life.

Family Office

Uniting financial guidance with human understanding.

Through disciplined coordination across advisors and generations, we help families make confident decisions—today and far into the future.

Accounting Services

Accounting should support decisions, not simply record outcomes.

As a CPA-led, full-service accounting firm, we integrate with broader planning to help families and business owners reduce friction and move forward with confidence.

Business Services & Retirement Plans

Running a business means making high-stakes decisions that affect more than financial outcomes.

Archford Business Services help family founders and entrepreneurs navigate growth, transition, and complexity with clarity.

View All Solutions

We help families and business owners navigate complexity by coordinating wealth, tax, estate, and family dynamics. Each decision supports what matters most, across generations. Learn more about our solutions.

Company Overview

As trusted financial advisors, we take a strategic approach to wealth, tax, estate, and business planning, helping families make confident choices today while creating opportunities for your family’s future generations.

Meet The Team

Our team combines knowledge with a genuine commitment to helping your family succeed. As experienced financial advisors, we work with high-net-worth families and business owners preserve their legacy, navigate complexities, and create strategies that last and strengthen generations.

Career Opportunities

Archford Angels

The driving principle behind our business is and always will be to take care of others. Not only does that extend to our clients, but to our local community as well. Each member of the Archford team strives to be an angel in the lives of others, and the firm is thrilled to support them in that!

Archford Scholars

The Archford Scholar Program is a 12-week summer program. We provide college students with hands-on, invaluable experience they cannot receive in a classroom setting.

Recognition

Awards Over The Years

At Archford, we’re proud to be recognized for our commitment to excellence, community impact, and professional achievement.

Legacy & Giving    

Donor Advised Fund (DAF) Decisions

Should I use a donor advised fund (DAF) when giving to public charities?


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About Archford®

Archford® was built around the mission of “Taking Care of Families”. CEO and Founder Jim Maher grew up in a family business, which inspired him to seek a diverse professional background with secured licenses in law (JD), accounting (CPA), insurance, financial planning, exit planning and retirement planning. While acquiring these designations and degrees, he realized how important it was for all of these areas of a person’s life to be interconnected for financial success. Archford® provides wealth management, retirement planning, business consulting, accounting, data management and philanthropic services all under one roof. This unique service model enables the team to collaborate daily to help clients save time, save money and make money.

Meet our Founder

Jim Maher, an attorney and CPA, holds a bachelor’s degree and a law degree from the University of Missouri – Columbia. He is the CEO and founder of Archford Capital Strategies. Believing that the most important asset for the business owner is the employees themselves, Jim has brought together a team of passionate advisors. Jim has earned seven certifications and designations along with his advanced degree. These designations help him to efficiently design and implement both financial and tax-advantaged plans. He also created a consulting division to assist business owners with a wide range of solutions for business continuation or succession planning. As a Certified Exit Plan Advisor (CEPA®), he helps closely held family businesses to establish resources for business owners in transition. Jim and Jenny have four boys who enjoy giving back to the community through philanthropy, traveling and playing soccer. Jim and Jenny are very proud of their boys for their high academic and sport achievements.

Disclaimer

Archford Capital Strategies, LLC (“Archford") is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training. Archford provides investment management and related services for clients nationally. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.

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Related Insights

Why Archford One

We uphold a fiduciary standard in every relationship

Why Archford Two

Every financial plan we create is built entirely around your life