The Thomas J. Archer Companies | Financial & Wealth Planning

ARCHER FINANCIAL

Wealth Planning

THOMAS J. ARCHER CFP®

For nearly 40 years, Thomas J. Archer CFP® has served as a trusted financial advisor to the nation's most affluent families. His exclusive 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

Thomas J. Archer III

President

John Spiezio

Director of Business Development

Dr. Jack Cotlar M.D.

Medical Director

Matthew Archer

President of Sports and Entertainment

Victor DiMezza

Director of Underwriting and Case Design

Gia Asaro

Executive Assistant to the President

Scott McHenry,
FCA, MAAA, MSEA

Pension Specialist

Scott Mullady

Pension Specialist

Stephen Gerber

Director of Risk Management

Kevin Stichter Esq.

Business Advisory Counsel

Romina Pour Esq.

Executive Vice President

Damien Rios Esq.

Director of International Tax Planning

Liz Archer

Senior Vice President

Amish Patel CPA, PA MBA

Director of Business Advisory Services

Willie Seay

Director of Sports and Entertainment

Janine Golding

Executive Vice President

Robert Griffo

Employee Benefits Director

Kevin Lawrence

Medicare Director

Anthony De Lucia

Business Development

WEALTH PLANNING DIVISION

Marshall Hagen JD, MBA

Director of Wealth Planning

David Cleary, CFA

Wealth Advisor

Victor Canto, Ph.D.

Economic Consultant

Patrick Mullin, CFA

Wealth Advisor

Karol Krucinski, CFA

Wealth Analyst

ARCHER FINANCIAL

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 families such as the Rockefellers and the Forbes', 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 nearly 40 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.

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.”

— FRANK CATALANOTTO

Major League Baseball Player

“I have worked with Tom for many years. He does a great job for our family and has always looked out for our best interest. He is one of the most talented insurance professionals in his field. I can’t say enough great things about Tom. ”

— ROBERT MANOCHERIAN

Manocherian Brothers

“The service I receive from The Archer Financial Group is among the best I have experienced both in quality, promptness and attitude. This is definitely a client centered company and I am glad to be associated with them.”

— ALLAN ARKER

Principal, The Arker Companies

“Tom is professional, sincere, and has helped us grow our business. We were a fledgling company in 1988, but Tom understood that, and insured us for what we could buy. As our needs have grown, so has Tom’s participation. All partners have substantial amounts of personal insurance with him as well.”

— RANDY GREENBERG

Owner, Crystal Art Gallery

“Tommy Archer thinks big. He is one of the most intelligent and talented insurance professionals that I have ever dealt with. The products and services he offers has led to a tremendous tax savings for my business and my family. I now feel protected and I highly recommend him.”

— STEWART RAHR

Owner, Kinray Inc.

“The Archer Financial Group’s creative estate and business planning techniques will assist with tax savings for my family.”

— JACK SCHACHTER

Owner, Kleinfeld Wedding Dresses

“I found Tom and The Archer Financial Group to be extremely knowledgeable and helpful. Tom is very thorough and improved our planning situation immensely. We have a tremendous amount of trust and confidence in Tom and his organization.”

— JOE GIRARDI

Former Major League Catcher and Current Manager of the Philadelphia Phillies.

“I have known Tom since I recruited him out of high school. He was a tremendous player and super intense. I knew he would go on to be the best at whatever he did.”

— BOB HIRSCHFIELD

Legendary NYIT Baseball Coach and Owner of N.Y. Baseball Academy

“Tom Archer and The Archer Financial Group staff are the best in business. I will always trust Tom for all of my personal and family insurance needs.”

— CARSON FULMER

Major League Pitcher, Los Angeles Angels

“I found Tom Archer to be extremely knowledgeable with regard to my family’s life insurance and estate planning. I trust Tom implicitly and hold him in very high esteem.”

— ED BLANKMEYER

Head Baseball Coach St. Johns University

“Most people are either book smart or street smart, Tom possesses both of these traits which is why he is the top insurance advisor in the country.”

— TERRY BROSS

Major League Pitcher, New York Mets

“The Archer Financial Group helped avert a potentially difficult business situation which would have proven uncomfortable for all of the interested parties. They helped to create harmony by identifying and resolving the needs of each partner and the members of his family. We can now proceed into the future with a unified plan.”

— PAUL GENOVESE

Owner, Genovese Drug Store Chains

“With all of the financial and life products available, from so many different companies and agents; Tom Archer is able to recommend, analyze and evaluate the differences and find the most suitable program for helping to achieve our goals. The Archer Financial Group makes the whole process run smoothly, and efficiently without any complications. It has been a pleasure working with The Archer Financial Group and I happily recommend family and friends to Tom Archer, for the quality of service and financial guidance that he has given me.”

— ALBERT KALIMIAN

Real Estate Investor

“The Archer Financial Group coordinated the efforts of my other advisors in a way that made everyone’s participation easier and more effective. The decisions I had avoided for so long were suddenly not difficult at all.”

— HYMIE GOLDEN

Owner, Snapple Iced Tea

“I have known Tom for over forty years. We were teammates and won several championships together. He is very intense, talented and was a hard nose player. I coached both of his sons after my retirement from major league baseball. Both of his sons are super talented and very disciplined and hardworking. They are the hardest working family I know in baseball and in business. I put all my trust in Tom and his organization.”

— JOHN HABYAN

Former Major League Pitcher & Current Pitching Coach for the Kansas City Royals Organization

“I’ve been lucky enough to know the Archer’s for a while now. They’ve always held themselves to a high standard and been an incredible example of professionalism. I’m lucky to know people who do such great work in business and in life.”

— LOGAN O’HOPPE

Major League Catcher for the Los Angeles Angels

“I found the Archer Financial Group to be tremendously helpful in my planning process. They are very in tune with the issues that Professional Baseball Players face and they understand how professional athletes think. I trust them implicitly.”

— RICHIE PALACIOS

Professional Baseball Player, Tampa Bay Rays

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ARCHER FINANCIAL

Media

MOTIVATION

with Thomas Archer

How does a kid from the South Bronx grow up to build one of the most successful financial service companies in the country and handle mega policies for a roster of wealthy clients that include over 30 billionaires? Hard work, perseverance and determination...