Tailored plans

We follow the premise that no two clients are alike, that you have different aspirations and a different financial picture from everyone else. Archetype advisors are committed to setting forth and overseeing a blueprint built for your unique goals. 

A focus on risk protection

Stock market investments can fluctuate significantly. Investments, though, are only one part of your financial health. By thoroughly understanding your assets and your outlook, your advisor can identify potential threats, explain downside, and help build a plan that better manages risk.  

Ongoing dialogue

We believe that consistent, clear communication leads to better-informed decisions from both parties – you, as well as your advisor. We therefore encourage ongoing discussion, whether a quarterly performance review or a monthly conversation about your Pershing/Archetype financial statement. By keeping current, we can anticipate, acknowledge, and act accordingly as your life and the markets evolve. 

Valued premium services

Archetype includes many services as part of our basic fee, not as add-ons. This structure makes our fee more accurate and more reasonable because there are no fees associated with products. For more information about our fees and services please refer to the SEC’s Investment Adviser Public Disclosure website or the document links in the Resources section of this website.