New Client Form: Meet with An Archer Advisor

Name*

First NameLast Name

What are your pronouns?*

She/HerHe/HimThey/ThemOther

Email*
example@example.com
Phone Number*
Please enter a valid phone number.

Will a partner or spouse be attending this meeting with you?*

YesNo
Partner/Spouse Name*

First NameLast Name
What are your partner/spouses pronouns?*

She/HerHe/HimThey/ThemOther

We work with clients with at least $1 million in investable* assets to ensure we provide the best service. Does this align with your current financial situation?*

YesNo
* Investable assets include cash, CDs, brokerage accounts, IRAs, and 401(k)/403(b) retirement accounts.

What prompted you to reach out?

Do you know which advisor you want to work with?*

Richard J. Archer, CFP®Emily C. Rassam, CFP®No