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Archer Wealth Management

Archer Wealth Management is a portfolio manager who uses an index investing approach to structure a personalized and diversified portfolio to minimize risks, costs and your tax bill. 

Advicent

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications; and NaviPlan® APIs.