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.

Private Banking Solutions

We understand the unique and complex financial needs of high-net-worth individuals and business owners.

Our Private Banking Solutions are designed to address your liquidity, investment, and real estate financing goals with a suite of tailored services offered through our network of trusted external partners. From credit and loan services to bespoke mortgage solutions, we ensure your financial strategy aligns with your broader wealth management objectives.

Customized Credit and Loan Services

Liquidity is a critical component of any wealth management strategy. Through our partners, Archford offers flexible credit and loan options that allow you to access funds without disrupting your long-term investment plans. Key benefits include:

Investment Credit Lines (ICL): Secure a revolving line of credit backed by qualifying liquid assets such as bonds, equities, or mutual funds. Ideal for major purchases, tax obligations, or other liquidity needs, an ICL helps preserve your portfolio while offering competitive rates and seamless access to funds​​.

Exclusive Mortgage Lending Solutions

Real estate often plays a significant role in the investment portfolio of high-net-worth individuals. Archford Capital’s private banking partners provide tailored residential and commercial mortgage solutions designed to optimize cash flow and enhance wealth planning:

  • Residential Mortgages: Whether purchasing a primary residence, vacation home, or investment property, our partners deliver customized jumbo mortgage solutions. Features include:
    • 100% Financing Options: Utilize the full value of your property by pledging qualified assets, preserving portfolio liquidity.
    • Interest-Only Mortgages: Manage irregular income streams while optimizing cash flow.
    • Hybrid Mortgage Solutions: Combine products to achieve a lower blended rate, minimizing interest rate risk​​.
    • Construction Financing: Single-closing solutions for new builds or renovations, with rate locks at project initiation.
  • Commercial Real Estate Financing: Our partners offer flexible funding options for acquiring or refinancing income-generating properties, such as mixed-use developments, retail centers, and multi-family complexes.
    • Features include:
      • Loan terms up to 10 years with competitive interest rates.
      • Options for both fixed and floating-rate loans.
      • Structured solutions that include future funding components for value-add opportunities.

Tailored Wealth Planning and Service Excellence

Archford’s approach to private banking focuses on integrating credit and lending solutions with your financial plan. Our services are characterized by:

  • Knowledge and Experience: Our partners bring deep underwriting and industry knowledge, helping ensure your financing strategy aligns with your long-term wealth objectives.
  • Comprehensive Wealth Management: We manage both sides of your balance sheet, enhancing your financial flexibility while maintaining the integrity of your investment strategy. Our solutions aim to help you avoid unnecessary asset sales and their associated tax implications.
  • Exceptional Client Service: We are committed to your satisfaction. It is our top priority. By working closely with your advisors and leveraging our external partnerships, we seek to deliver personalized, cost-effective financing solutions to meet even the most complex financial needs.

At Archford, we are committed to empowering our clients to achieve their financial ambitions with precision and confidence. Our Private Banking Solutions, delivered through our esteemed network of external partners, provide the tools you need to grow, protect, and optimize your wealth. Whether you seek sophisticated credit options, bespoke mortgage solutions, or comprehensive real estate financing, we are here to support your journey. Connect with us today to learn more about how we can help bring your vision to life.