Archford

Archford Archford is an independent wealth management firm. Registered Investment Advisor

Our mission is to help our clients incorporate clear, effective and comprehensive strategies designed to not only facilitate their finances, but their lives.

Looking for a tax-efficient way to support your child or grandchild's education endeavors?A 529 account is a tax-advanta...
05/29/2026

Looking for a tax-efficient way to support your child or grandchild's education endeavors?

A 529 account is a tax-advantaged account designed to help families save and invest for future education costs.

Funds in a 529 can grow tax-deferred, and when used for qualified education expenses such as tuition, certain room and board, books, and eligible fees, withdrawals are generally tax-free. In other words, more of what you put away can stay working toward their future instead of going to taxes.

Whether you are planning for a newborn, a teenager approaching college, or even considering going back to school yourself, a 529 can be a strategic tool in your broader wealth and estate plan.

It can also be an intentional way for grandparents to create a lasting educational legacy while potentially reducing the size of their taxable estate.

If you are thinking about how to balance education savings with retirement, tax strategy, or business considerations, a coordinated plan can make a meaningful difference.

Family wealth planning is often thought of in terms of investments, estate documents, and tax strategies. But one of the...
05/27/2026

Family wealth planning is often thought of in terms of investments, estate documents, and tax strategies. But one of the most important planning tools is often the simplest: a clear family conversation.

Today we honor the sacrifices made by those who chose service over comfort, duty over convenience, and the well-being of...
05/25/2026

Today we honor the sacrifices made by those who chose service over comfort, duty over convenience, and the well-being of others over their own. Thank you service members!

Please join us in welcoming Ellie Stuckel to the Archford team!Ellie joins us as the Director of Business Development, w...
05/21/2026

Please join us in welcoming Ellie Stuckel to the Archford team!

Ellie joins us as the Director of Business Development, where she will help strengthen relationships, create meaningful connections, and support families and business owners as they navigate important planning conversations.

We’re excited to have Ellie’s leadership, perspective, and relationship-focused approach on our team. Welcome to Archford, Ellie!

Legacy planning is about more than preparing assets for the next generation. It is also about helping families transfer ...
05/14/2026

Legacy planning is about more than preparing assets for the next generation. It is also about helping families transfer the wisdom, values, and decision-making principles that shaped what they have built.

In our work with families, we help create space for those conversations so wealth is not only preserved, but understood.

When wisdom is shared before wealth is transferred, the next generation is better prepared to carry both responsibility and legacy forward.

We’re thrilled to welcome Colby Sherman to the Archford team to serve as Chief Wealth Management Officer. Colby joins us...
05/04/2026

We’re thrilled to welcome Colby Sherman to the Archford team to serve as Chief Wealth Management Officer. Colby joins us with an impressive leadership background from Fidelity, MetLife, and Columbia Threadneedle, bringing a deep commitment to helping families navigate their financial futures.

We look forward to the fresh perspective and experience he will provide for our clients and colleagues alike. Welcome to the team Colby!

The 2026 St. Louis Titan 100 Award Ceremony was a night that recognized the impact of local leaders, innovators, and bus...
04/28/2026

The 2026 St. Louis Titan 100 Award Ceremony was a night that recognized the impact of local leaders, innovators, and business owners who are shaping the future of the St. Louis region.

Congratulations to Archford's own Chuck Brueggemann on being recognized for the second consecutive year! You should be proud ⭐

Third Party Rating:
The Titan 100 program recognizes the top 100 CEOs & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. The Titan 100 embodies the true diversity of the St. Louis business landscape. Representing technology, manufacturing, education, healthcare, construction/real estate, staffing, professional services, hospitality, transportation, and the energy sector among many others. Archford was notified of this recognition on January 20, 2026. Archford paid a membership fee for participation.

Today we recognize and celebrate the Archford Administration team for the great work and service they provide every sing...
04/22/2026

Today we recognize and celebrate the Archford Administration team for the great work and service they provide every single day for both our clients, and our internal team!

From coordinating client requests and keeping our operations running smoothly, to managing the countless details behind the scenes that make a seamless client experience possible, this team is at the heart of what we do.

To our admin team, thank you for your dedication, consistency, and care you bring to every interaction. Our clients feel the difference and so do we!

As Archford continues to expand, we are thrilled to introduce two talented new members to our team. Please join us in we...
04/20/2026

As Archford continues to expand, we are thrilled to introduce two talented new members to our team. Please join us in welcoming Dominic Macaluso and Shannon Partington!

Dom joins the Estate Planning team. He specializes in utilizing sophisticated tax and estate planning strategies to help families protect and grow their wealth for future generations.

Shannon Partington steps into the role of Administrative Assistant. As the first face you see when you visit our office, Shannon is committed to providing a seamless and welcoming experience for every client who walks through our doors.

We are excited to have their talent and energy on board as we continue to reach new heights!

The St. Louis Business Journal Corporate Philanthropy Awards recently highlighted the incredible impact of businesses pr...
04/17/2026

The St. Louis Business Journal Corporate Philanthropy Awards recently highlighted the incredible impact of businesses prioritizing the greater good over the bottom line.

The most moving accounts involved competing companies setting business goals aside to lead collective recovery efforts after last year’s tornadoes, proving that our community's resilience is built on radical collaboration. It is a powerful reminder that the most significant investment anyone can make is giving back to the city we all call home. 🏠

Archford is honored to have been nominated for this award in the small businesses category. Thank you to the Business Journal and congratulations to all of the companies who were nominated!

Third-Party Rating Information: The St. Louis Business Journal honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements, and contributions to their organizations and local community. This list includes small companies, which are defined as having fewer than 100 total employees. Companies are ranked by charitable contributions to qualifying non-profit organizations, including local cash and in-kind giving during the 2025 calendar year. Local is defined as St. Louis, St. Charles, Lincoln, Warren, Franklin, Washington and Jefferson counties and the city of St. Louis in Missouri; and St. Clair, Madison, Jersey, Clinton, Calhoun, Macoupin, Bond and Monroe counties in Illinois. Nomination received in April 2026. Archford did not pay a fee for participation.

Address

13 Wolf Creek Drive , Suite 2
Swansea, IL
62226

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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