David Archer joined EagleStone Retirement Services in January 2022 as a Senior Consultant. Using nearly three decades of experience to provide plan design services for prospective clients and current clients based on their individual needs, David is a key member of the EagleStone team. He also provides annual administration services which includes preparation of annual valuation reports, calculation of employer contributions to maximize benefits, ERISA compliance testing consulting and preparation of reporting and disclosure reports including IRS form 5500.
David holds a degree in Managerial Economics from the University of Maryland Baltimore County and holds a Cash Balance Consultant (CBC) certification. He has previously worked for various retirement service companies in the area, including Johnson Actuarial, Mercantile Bank, Deutsche Bank Alex Brown, CDM Consultants, and Martin Retirement Services, Inc.
David lives in Ellicott City, MD with his wife.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Download our Form CRS (Client Relationship Summary) by clicking here.
Download our ADV brochure by clicking here.
Download our ADV Part 2A brochure by clicking here.
Click here to learn more about our Information Security Program.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2023. All rights reserved.