Archford’s holistic approach to financial planning ensures every aspect of your life is seamlessly coordinated. Our solutions encompass wealth management, tax planning, philanthropy, estate planning, retirement services, business consulting and accounting services. Family harmony and legacy preservation set us apart in addressing complex financial challenges with personalized advice.

Archford Capital Strategies, LLC (“Archford”) is an independent advisory firm that offers a variety of different investment vehicles. The information contained in the post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Archford cannot guarantee the accuracy of information from third parties. Archford Accounting, LLC is an affiliate of Archford. Tax services are not provided through Archford Capital Strategies.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Archford Capital Strategies, LLC a SEC Registered Investment Advisor. Archford Capital Strategies, LLC is a separate entity from Valmark Securities, Inc.

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Archford

James D. Maher

This department manages client interactions and ensures satisfaction through support and coordination.

Client Services

This department manages investment analysis and operational processes to support portfolio management.

Investment Operations

This department manages all aspects of tax compliance, planning, and reporting for the organization.

Tax Services

This department provides personalized financial advice and investment management services to clients.

Wealth Management

This department focuses on managing and enhancing the company’s business processes and development initiatives.

Business Operations

This department coordinates various administrative and executive support functions to enhance organizational efficiency.

Archford

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Client Services

Investment Operations

Tax Services

Wealth Management

Business Operations

Business Support Services

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