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

Family Office Services

Sophisticated Coordination for Families of Significance

Archford’s Family Office Services bring structure to complexity by 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.

Family Office

Trust Services & Legacy Planning

Our Trust Services support families with fiduciary oversight and legacy planning designed to uphold objectives across generations. From governance structures to administrative coordination, we help reduce the burden on heirs and family members.

Family Office

Family Coaching

Wealth can surface unspoken tensions during moments of transition.

Our family coaching addresses the relational side of complexity, supporting communication and shared understanding. By guiding families through critical conversations, we help preserve harmony while enabling confident decisions.

Family Office

Investment Management

Investment decisions should serve the broader family strategy.

Our approach integrates portfolio design with tax planning, estate structures, and distribution needs to ensure assets are intentionally positioned for growth, income, and long-term stewardship across generations.

Family Office

Estate Planning

Estate planning is as much about people as it is about assets.

We work closely with families and outside counsel to design strategies that protect wealth, reflect values, and support family harmony. The result is a clear, coordinated plan that transfers wealth intentionally, without unnecessary friction or confusion.

Family Office

Philanthropic Planning

Giving is most powerful when it reflects shared purpose.

We help families design philanthropic strategies that align values, engage future generations, and amplify impact. Whether through donor-advised funds, foundations, or direct giving, philanthropy becomes an extension of your family’s legacy—not an afterthought.

Where Trust Begins

AK
Al & Kathy
Current Client
“From the very first meeting, Archford made all of us feel comfortable and heard. They explained every option clearly and helped us understand how to best protect our assets. It’s rare to say this, but we truly trust them completely.”
GR
Gregg
Retired Business Owner
Current Client
“From planning for my daughters early on to thinking through charitable strategies and long-term legacy considerations, they brought clarity and intention to every decision.”
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.

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.

Family Office Solutions

Philanthropic Planning
Values-aligned giving strategies that create impact across generations.

The Way We Work

Our process is intentional, transparent, and built to deliver results — every step is designed to bring clarity, reduce complexity, and move you closer to your goals.

Establishing Financial Objectives

Your financial situation is made up of components completely unique to you, your life, your business, and your family. Our team will review everything from your family values to your income and tax status to help establish your goals — saving for retirement, preparing to sell your company, or anything in between.

Developing a Blueprint

Next, our team will conduct research and collaborate with one another to determine what moves will help you reach your goals. As we develop a customized blueprint, we will meet with you for follow-up sessions to present our strategies and listen to your input.

Implementing Your Blueprint

You’ll have the support of our full team as we work to set you up for success. We have access to a variety of financial professionals and investment resources, aiming to ensure that you, your family, and your business are in caring hands.

Ongoing Evaluation

You’ll always be fully informed about your financial well-being. We will meet regularly to review our progress and discuss important changes, both in your life and in the financial market. We’ll be with you every step of the way to recommend updates to your custom blueprint to keep your future right on track.

The Family Office Team

Managing Director, Family Office Services
CFA®, CAIA®
Chief Investment Officer
JD, AEP®, CFP®
Chief Legal Officer
CPA, CDFA®
Chief Financial Officer & Chief Compliance Officer​
Director of Administration, Family Office Services
CAP®, JD
Estate Planning Specialist
Wealth Manager
JD, CPA, PFS, CFP®, CEPA®, C(k)P®, AIF®, CRPS®, CRPC®
Chief Executive Officer & Founder

Frequently Asked Questions



Family governance is the structured framework that guides how a family communicates, makes decisions, and upholds shared principles over time. It creates clarity around roles, responsibilities, and authority, helping families navigate complexity with alignment and continuity across generations.


As families expand and responsibilities increase, informal decision-making can lead to uncertainty or misalignment. Family governance introduces clarity where complexity naturally arises, supporting accountability, productive dialogue, and confident decision-making as circumstances evolve.


A family governance framework brings structure to how a family operates, not just what it decides. Core components typically include:

  • Mission, Vision, and Values
    A shared articulation of purpose and guiding principles that inform both financial and personal decisions across generations
  • Communication System and Plan
    Defined forums, cadence, and processes for sharing information, addressing concerns, and resolving differences in a constructive way.
  • Code of Conduct
    Clear expectations for participation, behavior, and accountability, helping maintain respect and consistency—even during periods of transition.
  • Privacy and Confidentiality
    Established boundaries around information sharing that balance transparency with discretion, protecting trust within the family system.

By clarifying roles, decision-making processes, and expectations, family governance creates space for participation without confusion. This structure supports shared leadership, reduces ambiguity, and helps families engage in meaningful dialogue with greater confidence and mutual respect.


Family governance serves as the connective framework between financial planning and family dynamics. It aligns decision-making across wealth and relationships helping families make decisions with clarity and long-term perspective.

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.