The Thomas J. Archer Companies

The Archer Financial Group


Thomas J. Archer CFP


For over 33 years Tom Archer has been the financial advisor to the wealthiest families in the country. His clients include several Forbes 500 families including 22 billionaires as well as many well-known celebrities and entertainers. Tom also handles over 200 professional athletes, keeping the focus on wealth accumulation, wealth preservation, and asset protection.

Tom Archer was born in the South Bronx not far from Yankee Stadium.  He attended Our Lady of Perpetual Help Grammar School and St. John the Baptist High School, where he received All League honors in baseball. Tom boxed as a youngster and later competed in the mixed martial arts where he currently holds a black belt.  Tom had many baseball scholarship offers and attended Mt. Mercy College where he captained the Mercy Flyers in his senior year. Following College Tom had an opportunity to further his baseball career professionally and was sidelined with a leg injury although he says he was not good enough to make it anyway.  He graduated Magna Cum Laude and received his business degree with honors majoring in finance.  He then went on to receive his certified financial planning designation at the College for Financial Planning in Denver, Colorado. Tom is an avid baseball lover.  He is an owner of a minor league team and the CFO of Baseball Miracles, a nonprofit organization that provides instruction and equipment for underprivileged children who have never had the opportunity to play baseball.

Over his 33 year career Tom has led several life insurance companies in production. He is also known for placing the largest life policy ever written, approximately $300 million dollars. Tom is a highly sought after speaker and has lectured extensively on the topics of motivation, succeeding in business and winning in life.


The Archer Financial Group


At The Archer Financial Group, we facilitate the planning for several billionaires, well-known celebrities and entertainers, fortune 500 families, as well as over 200 professional athletes from the MLB, NBA, NFL, and NHL.

While applying many of the traditional facets of insurance, we, at The Archer Financial Group like to promote a progressive think-tank approach to our business practice. We utilize an entrepreneurial spirit and vision to help strategize solutions, take advantage of opportunities and optimize benefits to aide our clients in moving forward confidently and successfully into the future. 

We achieve a comprehensive understanding of the management and financial concerns facing our clientele. This enables us to make recommendations to our clients as an active and involved partner in their finances. We have over 30 years of expertise and experience identifying superior companies and products. Our implementation of insurance strategies for individuals and families withstand the test of time. We are focused on providing the best solution for our clients. 



Insurance Planning

  • Evaluate your current insurance policies from a cost and coverage perspective

  • Discuss the benefits and pitfalls of forming a Captive Insurance company

  • Tailor the most effective type of Life Insurance coverage for your specific situation

  • Analyze the pros and cons of premium financing through a third-party lender

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 gift programs using family limited partnerships, charitable trusts, generation skipping trusts, and other mechanisms

  • Devise intra family loans with minimum borrowing rate features

  • 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

Health Care Benefits 

  • Group Medical Insurance 

  • Disability Insurance 

  • Long Term Care Insurance

  • PEO

Professional Athlete Management

  • Create Wealth Accumulation

  • Insure Wealth Preservation

  • Structure Asset Protection

  • Implement Tax Efficient Strategies

  • Execute sophisticated disability income plans 

Executive Fringe Benefits

  • Executive Bonus Plans

  • Split Dollar Insurance

  • Deferred Compensation Plans

  • Non Qualified Executive Fringe Benefits

  • Annuities 

Pension Planning 

  • Defined Benefit Plans 

  • Defined Contribution Plans 

  • 401K Plans 



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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
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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.
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
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
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
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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
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
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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
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
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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
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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 personal insurance with him as well – well in excess of $100 million.
— RANDY GREENBERG^Owner, Crystal Art Gallery
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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
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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
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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
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I found Tom Archer to be extremely knowledgable 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
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
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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


As Seen In 

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New York • Florida

Long Island

400 Broad Hollow Road, Suite 302
Melville, NY 11747 

New York City

277 Park Avenue 44th Floor
New York, NY 10172 


150 East Palmetto Park Road
Boca Raton, Fl 33432