Patton Archer Corporation collaborates with accounting firms, CPAs, and EAs nationwide to enhance the services you provide and elevate the client experience. From tax planning and business valuation to retirement strategies, we offer turnkey solutions you can confidently deliver to your clients.

Our family of companies includes:

Archer Investment Corporation – Serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s situation and goals. 

The Archer Funds – Our very own family of 6 no-load mutual funds.

Finance Geeks – Our intuitive tax and retirement planning software helps you visually summarize accounts, highlight tax opportunities, and showcase retirement savings strategies — making it easier to win and retain clients.

Patton & Associates – Provides business valuations and expert witness testimony for divorce, buy/sell, estate, ESOPs, options, patents, intangibles, business plans, etc. 

Each provides specialized services and solutions that complement and strengthen our mission to help professionals serve their clients better.

Patton Archer Corporation

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Patton Archer Corporation

Org chart

Teams

Offices

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