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.

Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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Archford

This office serves as a hub for wealth management, client services, and financial advisory expertise.

13 Wolf Creek Dr

James D. Maher

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

Wealth Management

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

Tax Services

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 focuses on providing strategic guidance and oversight through a board of advisors.

Advisory Governance

This department oversees content creation and financial management processes.

Archford

Org chart

Teams

Wealth Management

Tax Services

Client Services

Investment Operations

Advisory Governance

Content and Finance

Offices

Archford

Org chart

Teams

Wealth Management

Tax Services

Client Services

Investment Operations

Advisory Governance

Content and Finance

Offices

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