The winter solstice is here, ushering in the shortest day and the longest night of the year! Let this day serve as a reminder of the vital roles both light and darkness play in our lives. In the light, we can marvel at the wonders of the Earth; in the dark, we can gaze upon the universe's vast splendor.
Archford Capital Strategies
Investment Management
Swansea, Illinois 676 followers
Our mission is Taking Care of Families.
About us
Archford Capital Strategies is an independent wealth management firm. Our sole mission is to help our clients – high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition – incorporate clear, effective and comprehensive strategies designed to not only facilitate their finances, but their lives. Specific obligations require specific solutions; we’ll align those individual goals within your overall financial framework so that collectively you’re moving ever closer to your ultimate objectives. You can also contact us at 618.416.7085. https://archfordcapital.com/social-media-disclosure-statement/ Securities offered through Purshe Kaplan Sterling Investments, Inc. Member FINRA/SIPC, Headquartered at 80 State St. Albany, NY 12207 Purshe Kaplan Sterling Investments and Archford Capital Strategies are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Please note that nothing on this page should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be direct investment, accounting, tax or legal advice to any one investor. Consult with an accountant or attorney regarding individual accounting, tax or legal advice. No advice may be rendered unless a client service agreement is in place. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
- Website
-
http://www.archfordcapital.com
External link for Archford Capital Strategies
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Swansea, Illinois
- Type
- Privately Held
- Founded
- 2013
- Specialties
- Wealth Management, Retirement Plan Design, Financial Planning, Business Consulting, Employee Stock Ownership Plans (ESOP), and Exit Planning Strategies
Locations
-
Primary
Get directions
13 Wolf Creek Dr
Swansea, Illinois, US
-
Get directions
11628 Old Ballas Road
Suite 201
St. Louis, MO 63141, US
Employees at Archford Capital Strategies
-
Jeffrey Keiser
Chief Legal Officer & Director of Family Office Services at Archford Capital Strategies
-
Kristen Steele
Senior Client Service Assistant at Archford Capital Strategies
-
Diana S.
CPA
-
Brenda Yarnell
Staff Accountant | Archford Accounting "The.only.way.to.do.great.work.is.to.love.what.you.do." - Steve Jobs
Updates
-
Our holiday party was an absolute blast! Our team gathered together to share a great meal, engage in conversation, and celebrate the holiday season! 🎄🎅 #HappyHolidays #SeasonsGreetings #Archford
-
-
Archford Capital Strategies reposted this
Congratulations are in order for our team member, Carrie Schultheis, who recently attained her Certified Public Accountant (CPA) license! This license is earned through the completion of a bachelor's degree as well as passing all four sections of the CPA exam. The CPA license is vastly recognized as the highest level of competence in the accounting profession. Way to go Carrie! #Certification #CPA #Archford
-
-
The Corporate Transparency Act filing requirement has been put on hold in response to the U.S. DOJ's appeal of a federal court preliminary injunction. Here are some key updates to note: ➡️ Reporting companies are not currently required to file their beneficial ownership information with FinCEN and will not be subject to liability if they fail to do so while the preliminary injunction remains in effect. ➡️ Reporting companies may continue to voluntarily submit beneficial ownership information reports. Source: https://hubs.ly/Q02_CP2f0
-
-
Thank you to our friends at Dimensional Fund Advisors for visiting our home office today! Cory Riedberger presented how to use the resources from Dimensional to tell engaging stories that resonate with investors at different stages of their financial journey. Armed with this information, Archford wealth and tax managers can help clients make more informed decisions, understand market trends, and provide confidence in their strategies. Disclosure: Archford Capital Strategies, LLC (“Archford”) is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training. Archford provides investment management and related services for clients nationally.
-
-
Archford Capital Strategies reposted this
Congratulations are in order for our team member, Diana Stevens, who recently attained her Certified Public Accountant (CPA) license! This license is earned through the completion of a bachelor's degree as well as passing all four sections of the CPA exam. The CPA license is vastly recognized as the highest level of competence in the accounting profession. Way to go Diana! Diana S. #Certification #CPA #Archford
-
-
The IRS has announced changes to Retirement Contribution Limits for 2025! Here are some key changes you should be aware of: ➡️ 401(k), 403(b), & 457 Plans: The annual contribution limit is increasing ➡️ Catch-Up Contributions: For those age 50+ remains the same ➡️ NEW for 2025: A catch-up contribution for those ages 60-63 Access our guide to learn more about the 2025 updates for qualified retirement plans: https://hubs.ly/Q02-B1Xc0 #Retirement #401k #Contributions #IRS #Archford
-
-
This Giving Tuesday, we recognize and celebrate generosity of all forms. Philanthropy can create a long-lasting impact for your community and the causes you care about. Curious about how to ensure your giving aligns with your financial and legacy goals? Take our free Donor Minute Quiz™. It’s a quick, convenient tool that provides instant, insightful results on how to optimize your charitable giving in a tax-efficient manner. 💡 Start your philanthropic legacy today by discovering how to give smarter: https://hubs.ly/Q02-7T3W0 Giving back has never been easier—or more meaningful. Together, let’s grow stronger communities and brighter futures. 💙 #GivingTuesday #Philanthropy #FamilyValues #DonorMinuteQuiz #Archford
-
-
Thanksgiving is the perfect time to hit pause and cherish those special moments with family. Whether it's sharing a meal, playing games, or just catching up, remember to celebrate the joy of togetherness! Share your favorite Thanksgiving memory below! 🍂🦃 HOLIDAY HOURS: 11/27: 9AM - 3PM 11/28: CLOSED 11/29: 9AM - 12PM #Thankful #FamilyTime #Thanksgiving
-