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.

Our Solutions

Business Consulting Services

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.

Business Services & Retirement Plans

401(k) & Retirement Plan Services

A retirement plan is both a benefit and a business tool. We design and oversee retirement plans that balance fiduciary responsibility, tax efficiency, and employee outcomes—ensuring plan decisions align with company strategy while supporting the long-term financial well-being of participants.

Business Services & Retirement Plans

Succession Planning

Succession is rarely a single event—it’s a process that unfolds over time. We help business owners prepare for leadership and ownership transitions by aligning financial structures, governance, and readiness. The goal is continuity without disruption, and clarity for those stepping in and stepping back.

Business Services & Retirement Plans

M&A Transaction Advisory

Transactions introduce complexity quickly. We support owners through acquisitions, sales, and recapitalizations by coordinating financial analysis, tax strategy, and planning decisions. Our role is to help clients move through transactions with clarity—so outcomes align with both immediate goals and long-term vision.

Business Services & Retirement Plans

Transition Coaching

Major business transitions often create personal uncertainty alongside financial change. Our transition coaching supports owners through these moments—helping clarify priorities, manage emotional complexity, and make confident decisions as roles, identities, and responsibilities evolve.

Where Trust Begins

GR
Gregg
Retired Business Owner
Current Client
“Archford helped us think long term – not just about business outcomes, but about family, future generations, and impact.”
AK
Al & Kathy
Current Client
“What immediately stood out was how all-encompassing their platform is; everything we needed was in one place. Beyond that, you can truly tell they care about people.”
Disclaimer

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

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.

Business Services & Retirement Plans Offerings

The Way We Work

We help owners assess business needs, align professional decisions with personal priorities, and execute with discipline. Our process is integrated and structured, delivering clarity and peace of mind through every transition.

Establish Clarity Before Action

We begin by understanding what’s really driving the need for support, whether it’s time, complexity, growth, talent, or a transition. Owners come to us at different stages, but by clarifying priorities and scope early, we help to focus resources and move the business forward efficiently.

One Plan, Fully Aligned

Business decisions don’t exist in isolation. We evaluate how strategic and operational choices intersect with personal finances, estate and tax considerations, and long-term objectives, allowing owners to make informed decisions with a clear view of implications.

Execute Through Coordination

Once direction is set, we execute, coordinating across Archford’s service lines to continue progress forward. In transactions and transitions, we stay engaged beyond key milestones, maintaining oversight, alignment, and accountability through completion.

Advisors Who Care

JD, AEP®, CFP®
Chief Legal Officer
CRPS®, AIF®, M.Ed
Retirement Plan Advisor – 401(k), 403(b) & Defined Benefit
CPA, MBA, CEPA®
Chief Operating Officer
JD, CPA, PFS, CFP®, CEPA®, C(k)P®, AIF®, CRPS®, CRPC®
Chief Executive Officer & Founder
CPA, CDFA®
Chief Financial Officer & Chief Compliance Officer​
CAP®, JD
Estate Planning Specialist
Managing Director, Family Office Services
Business Consultant

Trusted Guidance


Multidisciplinary Advise

We eliminate any financial fragmentation with our in-house integrated solutions.


Wealth Guidance

We help navigate financial complexities with thoughtfulness and care.