Lisa Archer, CFP®
Lisa Archer, CFP® is the founding principal of Archer Financial Planning, LLC, a Fee-Only financial planning and Registered Investment Advisory Firm located in Louisville, KY. After 15 years in corporate finance and sales, Lisa created a platform to better deliver comprehensive financial planning services to the middle market.
"'One size fits all' doesn't help the average investor achieve important life goals. Comprehensive financial planning, independent thought, and consistent service are better planning solutions." – Lisa Archer.
Having met the Certified Financial Planner Board's rigorous standards, Lisa has earned the right to use the CFP™ certification marks in her practice. Her education includes an MBA from Bellarmine College and a BS in Accounting from the University of Kentucky.
In 2006, Lisa joined The Garrett Planning Network because it best articulates the vision and values she desires for her financial planning firm – independent, comprehensive, objective and accessible financial advice to people of varied backgrounds and means. After a peer review of her financial planning work and acceptance of their strict code of ethics and fiduciary oath, Lisa became a member of the National Association of Personal Financial Advisors (NAPFA), a nationally acclaimed organization devoted to providing comprehensive Fee-Only financial planning.
As an investment specialist assessing needs and dispensing advice during some of the best and worst market days in recent memory, transitioning from a rewarding corporate career to personal financial planning has allowed Lisa to fulfill some important goals: Enjoying more flexible time with family and friends, establishing an independent financial planning practice and experiencing the satisfaction of helping others achieve their goals.