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.

Philanthropic Planning

Here at Archford, we believe a customized strategy is the only way to successfully help you reach your financial goals. We will help you determine your financial priorities before crafting a blueprint for reaching financial success — however you define it.

Our Process

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.

Taking Care of Others is the Driving Principle Behind Our Business

“Taking Care of Families” drives Archford’s goal of exceeding client expectations. Not only does this philosophy extend to our clients, but to our local communities as well.  Our CEO and Founder Jim Maher was named “Volunteer of the Year” by the St. Louis Association of Fundraising Professionals in 2019. In creating our philanthropic service, one of our five core values is Shared Success. We are truly a donor’s advocate, as we help position people to give in their best interest of themselves and their families to the nonprofit organizations they choose to support.

We believe nonprofit organizations are the backbones of our communities. We strive to support them through our philanthropic services and initiatives. We serve as “Donor Advocates” for our clients, helping them give in the best interest of themselves and their families.

Other Resources

At Archford, our team of financial advisors has trademarked Legacy IRA®, meaning we are focused on helping our clients give in the best interest of themselves and their families.

Discover How to Best Donate to Your Favorite Charities!

Take our free Donor Minute Quiz™ to ensure you are making the most of your philanthropic contributions to non-profit organizations. The online quiz is quick, convenient, and provides instant results.

Reduce Your Medicare Premiums with a QDC

By giving through your IRA, a Qualified Charitable Distribution (QCD) will allow you to reduce the income tax owed on your Required Minimum Distribution (RMD). This can reduce your insurance premiums due to a lower adjusted gross income (AGI).

The chart below breaks down 2019 annual Medicare Part B premiums based on your 2017 income.*

Are you a business owner looking to instill a culture of caring and philanthropy throughout your company?

Are you a business owner looking to instill a culture of caring and philanthropy throughout your company? Three years ago, we launched the Archford Angels initiative. In the past three years, the program has raised $607,000 for local charities. We have created a free philanthropic campaign guide so you can easily implement a similar initiative for your team. You can access it here.

Our goal is to make the gifting process as impactful and simple as possible. If you are a philanthropic-driven individual, we can help you give donations in a way that best makes sense for your unique financial goals.