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Archer Wealth Advisors
A specialized CPA firm offering high value tax and accounting advisory services resulting in unmatched performance.
Archer Wealth Advisors
A specialized CPA firm offering high value tax and accounting advisory services resulting in unmatched performance. | We specialize in future-oriented strategies, combining a deep knowledge of tax law and accounting, with out-of-the box solutions for business owners and fellow tax and accounting professionals alike. Our primary focus is on tax credits and advisory, with particular niches in R&D tax credits as well as advisory surrounding the Employee Retention Credit.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Coeur D'Alene
Corporate office
Miami, FL, United States
Principals
Jon Pickering
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Archer Wealth Advisors?
Jon Pickering, the Chief Executive Officer and founder, leads the firm's investment decisions. He established Archer in 2017 with the intention of building a multi-family office that combines direct investment execution with family balance-sheet management. The firm has not publicly disclosed a separate CIO or investment committee structure.
How does Archer Wealth Advisors source proprietary deal flow?
Archer positions its platform to aggregate direct co-investment and fund commitment opportunities that individual families would not typically see on their own. The firm leverages relationships with venture capital and private equity managers to access allocations. Specific sourcing partnerships or networks have not been publicly detailed.
Does Archer participate in fund commitments or only direct deals?
Archer participates in both direct co-investments and traditional fund commitments. The firm's investment strategy spans private equity, venture capital, real estate, and public-market strategies, with the flexibility to deploy capital through either channel depending on the opportunity and family mandate.
What investment stages does Archer typically target?
The firm engages across venture capital and growth equity, with particular concentration in enterprise software, fintech, and digital health. Archer has not published a formal stage mandate, but its co-investment activity suggests a preference for growth-stage and later-stage venture alongside established fund managers.
How does Archer separate advisory services from its investment activities?
Archer operates as a registered investment advisor, which places the firm under a fiduciary standard for its advisory relationships. The firm integrates investment execution with outsourced family CFO services, but specific governance structures or compliance walls between advisory and direct investment functions have not been publicly detailed.
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