TJA
ARCHER FINANCIAL
Wealth Planning
THOMAS J. ARCHER CFP®
For over 37 years, Tom Archer has served as a trusted financial advisor to the nation's most affluent families. His esteemed clientele consists of numerous Fortune 500 families, including an impressive roster of over 30 billionaires, as well as renowned celebrities and entertainers. Additionally, Tom expertly manages the financial lives of over 200 professional athletes, diligently focusing on wealth accumulation, wealth preservation, and asset protection.

Beyond his financial acumen, Tom harbors an ardent passion for sports, as evidenced by his investment interest in the New York Knicks and New York Rangers. He also served as the CFO of Baseball Miracles, a noble nonprofit organization that empowers underprivileged children by providing them with instruction and equipment to play baseball. Both of Tom's sons, Thomas Jr., and Matthew, played professional baseball for the Chicago White Sox before joining Archer Financial.

Born in the South Bronx, not far from the iconic Yankee Stadium, Tom's journey began with his education at Our Lady of Perpetual Help Grammar School and St. John the Baptist High School. There, he demonstrated exceptional talent, earning All-League honors in baseball. Throughout his youth, Tom also pursued boxing and later ventured into the world of mixed martial arts, achieving a distinguished black belt. While Tom received numerous baseball scholarship offers, he ultimately chose to attend Mercy University, where he captained the Mercy Flyers during his senior year.

Tom graduated Magna Cum Laude, earning his business degree with honors in finance. He then pursued further professional development, obtaining his certified financial planning designation CFP® from the College for Financial Planning in Denver, Colorado. Embodying a lifelong commitment to learning, he remains a firm advocate of higher education and consistently expands his knowledge by enrolling in current business classes at The Wharton School.

Throughout his remarkable career, Tom has led several prominent life insurance companies in production. Notably, he is renowned for orchestrating one of the largest life insurance policies ever written—an astounding sum of approximately $300 million dollars. Tom's expertise extends beyond his client interactions, as he is a highly sought-after speaker, delivering captivating lectures on topics such as motivation, entrepreneurial success, and winning in life.
EXECUTIVE TEAM
President
Director of Wealth Planning
DIRECTOR OF BUSINESS DEVELOPMENT
Medical Director
President of Sports and Entertainment
Director of Underwriting and Case Design
Executive Assistant to the President
PENSION SPECIALIST
Director of Digital and Administrative Operations
Executive Vice President
Director of International Tax Planning
Director of Legal and Business Advisory Services
Senior Vice President
Director of Sports and Entertainment
Executive Vice President
Director of Private Client Group for Property and Casualty
Account Executive for Private Client Group
Employee Benefits Director
Director of Client Services & Development for Property and Casualty
Medicare Director
Business Development
ARCHER FINANCIAL
Who We Serve
Who we serve
At Archer Financial, we facilitate the planning for some of the world’s wealthiest families. Our esteemed clientele consists of numerous billionaires as well as famous celebrities, Fortune 500 families and over 200 professional athletes from the MLB, NBA, NFL, and NHL. With a relentless commitment to excellence, we tailor bespoke financial structures utilized by such families as the Rockefeller’s and the Forbes’s to name a few. Through our deep understanding of the unique needs of the mega affluent, we redefine wealth planning by setting a new standard of distinction for our clients. We utilize an entrepreneurial spirit and vision to implement solutions, take advantage of opportunities, and optimize results, helping our clients move forward confidently and successfully into the future. With over 37 years of refined experience, our generational wealth structures and tax advantaged life insurance strategies transcend traditional approaches and have withstood the test of time. We secure our clients’ wealth across multiple lifetimes, guaranteeing its enduring impact and sustainability. Our unwavering dedication is rooted in lasting prosperity to sculpt legacies that endure for generations to come.
ARCHER FINANCIAL
WHAT WE DO
WEALTH PLANNING SOLUTIONS TAILORED TO YOUR GOALS
INSURANCE
PLANNING
  • Evaluate your current insurance policies from a cost and coverage perspective.
  • Tailor the most effective type of Life Insurance coverage for your specific situation.
  • Analyze the pros and cons of each different life insurance product available.
  • Access to proprietary products.
ESTATE, GIFT AND TRUST PLANNING
  • Work closely with attorneys to develop your estate plan. 
  • Help to eliminate the estate tax burden for our clients and their heirs. 
  • Estimate estate taxes under current estate plans and devise alternatives with quantifiable tax savings.
  • Identify potential liquidity problems at death caused by estate taxes and generation-skipping transfer taxes.
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PRESERVING AND TRANSFERRING WEALTH
  • Craft tax-effective gifting programs using family limited partnerships, charitable trusts, generation-skipping trusts, and other effective mechanisms.
  • Analyze and update your estate plan to capitalize on tax advantages and assure that your beneficiaries not the government, retain the largest possible share of assets.
  • Provide for sufficient liquidity for heirs to pay estate taxes.
PROFESSIONAL ATHLETE MANAGEMENT
  • Create Wealth Accumulation.
  • Insure Wealth Preservation.
  • Structure Asset Protection.
  • Execute sophisticated disability income plans.
PREMIUM FINANCING
  • Analyze the pros and cons of premium financing. 
  • Discuss various types of collateral options. 
  • Show several lender options, including fixed and variable loan rates.
  • Show all insurance product options.
ANNUITY SAFE MONEY STRATEGIES
  • Guaranteed Principal
  • Guaranteed Income
  • Tax Deferral
  • Fixed Rate
  • Index Tracking
  • Proprietary Product Access
PENSION PLANNING
  • Defined Benefit Plans
  • Defined Contribution Plans
  • 401K Plans
EXECUTIVE FRINGE BENEFITS
  • Split Dollar Life Insurance
  • Deferred Compensation Plans
  • Executive Bonus Plans
HEALTH CARE BENEFITS
  • Group Medical Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • PEO
PROPERTY AND CASUALTY INSURANCE
  • Real Estate 
  • Construction
  • Aviation
  • Marine
  • Environmental
ARCHER FINANCIAL
Testimonials
“The Archer Financial Group’s approach is clear, straightforward and time sensitive. It’s a great feeling to know I have Tom and his group looking after my family’s well-being.”
— JOHN FRANCO
Major League Pitcher, New York Mets
“I couldn’t have been more pleased and amazed with the service provided by Tom Archer. What a fantastic and refreshing approach towards planning for the future. I would highly recommend Tom Archer to anyone seeking advice on life insurance and estate planning.”
— RAY NEGRON
New York Yankees, Special Advisor
“The Archer Financial Group is by far the leading insurance and estate planning firm in the country. I would not put my trust in any other firm but them.”
— ALLEN WATSON
Major League Pitcher, New York Yankees
“I have found The Archer Financial Group to be extremely proactive with regard to my insurance planning. They simply get things done.”
— TIM TEUFEL
Third Base Coach, Major League Infielder, New York Mets
“I am blown away by the work product that The Archer Financial Group produces. They are simply top shelf.”
— JEFFREY INNIS
Major League Pitcher, New York Mets
“It’s nice to have your expectations not only met but exceeded! Tom Archer provided me with professional, friendly & effective service. With Tom, you get a high caliber professional who takes care of his clients.”
— BARRY LYONS
Catcher, New York Mets
“Tom’s business knowledge as well as his baseball knowledge is second to none. He understands how people and players think.”
— SCOTT COOLBAUGH
Hitting Coach, Baltimore Orioles
“I found the professionals at The Archer Financial Group to be uniquely qualified. The knowledge, perspective and practical experience which they brought to the planning process proved to be indispensable.”