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.

Archford Angels

Build a culture of giving—inside your organization

A structured, employee-driven approach to philanthropy that creates measurable impact.

A More Effective Way to Give

Most corporate giving is centralized and passive.

Archford Angels takes a different approach—empowering individuals within your organization to lead philanthropic efforts, build relationships with nonprofits, and deliver real outcomes in their communities.

The result is a model that strengthens both your culture and your impact.

Built on a simple premise

Giving individuals the responsibility and resources to make a difference.

Each team member is empowered to:

  • Choose a nonprofit they care about
  • Build a project around real needs
  • Engage directly with the organization
  • Deliver measurable results

Over time, this approach has evolved into a repeatable philanthropic model for organizations seeking deeper engagement.

Simple to launch. Designed to scale.

A Structured, Repeatable Framework

Fund the initiative
Provide each participant or team with dedicated giving capital

Empower selection
Individuals choose organizations aligned with their values

Activate engagement
Teams execute projects directly in the community

Measure and recognize
Outcomes are evaluated and top projects receive additional grants

Non-Profits

Unite Your Team For a Good Cause

What organizations gain

  • Stronger employee engagement and alignment
  • Increased visibility in the community
  • More meaningful nonprofit partnerships
  • A repeatable model for long-term impact

What employees experience

  • Ownership and accountability
  • Deeper connection to purpose
  • Exposure to nonprofit operations
  • Shared experiences with peers and family

What we have to say

From Our Founder

JM
Jim Maher
Founder,
Archford Angels
“Since 2017, I have watched with amazement as the Archford team actively engages in their communities… I am thrilled to see the impactful work they will accomplish together.”