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.

Financial Advisors Who
Help Protect What Matters Most

At Archford, wealth is more than numbers; it’s about values, family, and lasting legacy. 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.

Guiding Families and Growing Legacies

Family is at the heart of everything we do. 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.

Our Mission

At Archford, we unite wealth management, tax strategy, and business consulting with family coaching and legacy planning. Our goal is to provide your family with financial clarity, harmony, and ensure that your values thrive for generations.

Core Values

Help Others

Our purpose extends well beyond wealth management. We want to make a significant difference in your family’s life. Whether that means easing the stress of transitions, providing guidance through uncertain times, or simplifying complex decisions, we put you and your family first.

Share Success

Success is never individual; it’s collective. The best outcomes happen when families, advisors, and our team work together toward a common goal. By aligning financial strategies with your family values and aspirations, we ensure that every generation benefits from the progress made today.

Become More

Growth is always a constant journey. For our clients, it means using strategies that expand their current opportunities and create lasting legacies. We believe every challenge presents a chance to grow stronger, and every success lays the foundation for the next generation to come.

Unwavering Integrity

Integrity is the standard we live by. As trusted financial fiduciaries, we operate with complete transparency, putting your family’s interests above all else. Integrity means being honest and doing what is right, even when it’s hard, and holding ourselves accountable to the highest ethical standards.

Meet Our Team

Advisors Who Care

JD, CPA, PFS, CFP®, CEPA®, C(k)P®, AIF®, CRPS®, CRPC®
Chief Executive Officer & Founder
Managing Director, Family Office Services
JD, AEP®, CFP®
Chief Legal Officer
CFA®, CAIA®
Chief Investment Officer
CPA, CDFA®
Chief Financial Officer & Chief Compliance Officer​
CPA, MBA, CEPA®
Chief Operating Officer
Chief Marketing Officer
Colby S Sherman
MBA
Chief Wealth Management Officer

Our Culture

At Archford, culture isn’t an afterthought; it’s based on collaboration, empathy, and purpose. We work together to support the families we serve.

Collaboration Over Competition

The best ideas happen when working together. We openly share knowledge with each other to solve complex problems clients might have. Every voice counts, and teamwork drives everything we do.

Empathy in Action

Money is personal, and so is our culture. Listening to one another, supporting each other’s growth, and respecting different points of view. This creates a working environment where people feel safe to share their ideas and innovations.

Purpose Driven Work

Every single role at Archford works together to help families thrive for generations. This sense of purpose fuels our work, turning every task into meaningful contributions toward something bigger than ourselves.

Join Our Family

Culture That Cares

Grow with a team that’s redefining what personalized financial guidance means.

Overline

Where Trust Begins

GR
Gregg
Current Client | Entrepreneur
“Archford helped us think long term – not just about business outcomes, but about family, future generations, and impact.”
KA
Kathy & Al
Current Client
“We presented Archford with my parents’ financial assets, and they were very easily able to determine how far our assets could stretch and gave us confidence.”
GR
Gregg
Current Client | Entrepreneur
“They surrounded me with a team that could handle the financial, legal, and M&A complexity.”
KA
Kathy & Al
Current Client
“We know Archford has our back. They give us good advice that we can actually trust.”
Disclaimer

This testimonial, collected October 2025, reflects the experience and opinion of the individual. Client did not receive compensation (directly or indirectly) including cash and non-cash compensation for providing this testimonial. To the best of our knowledge, no additional material conflicts of interest exist in connection with this testimonial. Testimonials are based on an individual’s experience and may not be representative of the experience of other clients. The testimonial is not indicative of future performance or success and should not be construed as a guarantee that any client will experience a similar result.

Disclaimer

This testimonial, collected October 2025, reflects the experience and opinion of the individual. Client did not receive compensation (directly or indirectly) including cash and non-cash compensation for providing this testimonial. To the best of our knowledge, no additional material conflicts of interest exist in connection with this testimonial. Testimonials are based on an individual’s experience and may not be representative of the experience of other clients. The testimonial is not indicative of future performance or success and should not be construed as a guarantee that any client will experience a similar result.

Disclaimer

This testimonial, collected October 2025, reflects the experience and opinion of the individual. Client did not receive compensation (directly or indirectly) including cash and non-cash compensation for providing this testimonial. To the best of our knowledge, no additional material conflicts of interest exist in connection with this testimonial. Testimonials are based on an individual’s experience and may not be representative of the experience of other clients. The testimonial is not indicative of future performance or success and should not be construed as a guarantee that any client will experience a similar result.

Disclaimer

The testimonial, collected September 2025, reflects the experience and opinion of the individual(s) providing it. Client did not receive compensation (directly or indirectly) including cash and non-cash compensation for providing this testimonial. To the best of our knowledge, no additional material conflicts of interest exist in connection with this testimonial. Testimonials are based on an individual’s experience and may not be representative of the experience of other clients. The testimonial is not indicative of future performance or success and should not be construed as a guarantee that any client will experience a similar result.

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