What we do is provide peace of mind.


Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance. We work together with you to assess your individual circumstances, your personal needs, and your long-term goals—because there are lots of options out there.

We want to be your financial advisor for your next 30 years.

One Step Ahead

The Archvest Advantage

Your financial goals are unique. Fortunately, so is our approach.

In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate. Get to know our team today →


Wills, trusts, and powers of attorney are among the first considerations in protecting your nest egg.


How much do I get? How much do I need? These are the two most basic insurance questions to answer.


Our investment strategy centers on maximizing growth while minimizing risk over time.


You most often realize the value of tax planning by establishing a retirement plan, a planned asset sale/exchange, or generational gifting.

Our Services

Explore What We Are Doing Better

We work together with our clients to develop a personalized strategy to accomplish their goals. Our services include estate, insurance, investment and tax planning.