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.

Tax-Smart Giving

Non-Profit Legacy IRA®

The Non-Profit Legacy IRA® benefits both donors and non-profits.

Both parties are eligible to enroll.

For Donors

Helping You Give Smarter

  • Are you charitable?
  • Do you have an IRA? 
  • Are you at or approaching age 70.5?
  • Did you know that you must start taking a Required Minimum Distribution (RMD) at age 73 from your IRA account?
  • Do you want to use your Required Minimum Distribution (RMD) to support causes you care about?

The Benefits of Non-Profit Legacy IRA®

  • Tax efficiency on your Required Minimum Distribution (RMD)
  • Uses pre-tax dollars to maximize donation amounts that support the missions you love
  • Preserves after-tax money for your family
  • Eliminate worry or uncertainty of accurate tax filing of Qualified Charitable Distributions (QCDs)
  • Keep control of your assets: your account is owned by your family
  • Reduce your overall tax burden due to lower adjusted gross income (AGI)

How Legacy IRA® Works

  • Decide to give smarter
  • Open a Non-Profit Legacy IRA® with Archford
  • Choose the charities to make contributions
  • Donations are made directly from your account to each charity
  • Archford sends a Qualified Charitable Distribution Certification to your charities
  • Archford provides coordinated and compliant tax reporting of the Qualified Charitable Distribution (QCD)

For Charities

Support Your Donors: Smart Giving Strategies

According to the Population Reference Bureau, the number of Americans ages 65 and older is projected to increase from 58 million in 2022 to 82 million by 2050.

At age 73, individuals must begin to take Required Minimum Distributions (RMDs) from IRAs. The Non-Profit Legacy IRA® provides donors the opportunity to give to charities directly from an IRA account, fulfilling three outcomes:

      1. Use pre-tax dollars to maximize their donation amounts that support the missions they love
      2. Preserve their post-tax and cash assets for their families
      3. Reduce adjusted gross income which may lower Medicare insurance costs (means-tested)

How Non-Profit Legacy IRA® Works for Charities 

    • Contact Archford to enroll in a Non-Profit Legacy IRA® campaign
    • Open an account with Archford
    • Donations are received into your Archford account
    • Archford makes donation reporting easier for your team