DANIEL E. ARCHER, JR., CFP® Founding Principal


Dan has over two decades of experience in financial planning and investment management. He began his career at Merrill Lynch, and later continued at UBS in Dallas, TX. Dan is often asked to speak to individuals, large corporations, and foundations across the country regarding several topics that include defined Benefit/contribution programs and large liquidity events.

Dan graduated from Baylor University with a Bachelor of Business Administration in Financial Services and Planning with an emphasis in Accounting. Dan is a CERTIFIED FINANCIAL PLANNER™ professional focusing his efforts on Investment Research and Portfolio Construction for the firm.



  • Allen Office
  • 900 West Bethany Drive
  • Suite 150
  • Allen, TX 75013
  • Phone(214) 618-2022
  • Toll-free(888) 392-9773
  • Fax(214) 919-4896
  • Raleigh Office
  • 8601 Six Forks Road
  • Suite 400
  • Raleigh, NC 27615
  • Phone(919) 214-9066

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