Lisa Archer CFP®
Archer Financial Planning is an independent, Fee-Only, financial planning and registered investment advisory firm located in Louisville, KY. We serve clients who are looking for an objective, professional opinion about their current financial circumstances and want help in formulating a plan to achieve their financial goals. Take your time perusing our website; we're glad you're here!
You have come to the right place if….
….you desire working with an Independent, Fee-Only planner. Fee-Only means that we are completely and solely compensated by the clients we serve – no commissions, trails, referral fees or other forms of compensation which might influence our recommendations.
….you recognize the benefits of planning for important goals in your life and want to work with experienced, credentialed professionals to help you get there, employing their services AS YOU NEED THEM without account minimums or sales pressure. Your time is valuable. So just as you schedule attorneys, tax preparers and doctors to help you with the goals you want to accomplish, you desire working with a CERTIFIED FINANCIAL PLANNER™ as needed.
Please explore our site!
If you would like to learn more about how our services may benefit you, please call (502) 403-1085 or email to schedule a complimentary Get Acquainted Meeting.
You have dreams. We have solutions. Let us help you get there!
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Lisa Archer, Principal, Archer Financial Planning, LLC. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Archer Financial Planning, LLC, a registered advisory firm in the states of Kentucky and Indiana. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any states other than Kentucky and Indiana. Archer Financial Planning, LLC is legally empowered to provide investment advisory services only to residents of Kentucky and Indiana.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.