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Investment ManagementIllinois, United States51-200 Employees

Archford Capital Strategies, LLC operates in the investment management space as an independent advisory firm based in Swansea, Illinois. It provides a holistic suite of financial services designed to coordinate multiple aspects of a client’s finances, including wealth management, tax planning, philanthropy, estate planning, retirement services, business consulting, and accounting. The firm emphasizes personalized guidance for addressing complex financial challenges with a focus on family harmony and legacy preservation, serving individuals and families seeking integrated planning.

Securities are offered through Valmark Securities, Inc., and investment advisory services are provided by Archford Capital Strategies, LLC, which is registered with the SEC; the two entities are separate. The organization operates as a mid-sized advisory practice with an affiliated accounting entity, Archford Accounting, LLC, while tax services are not provided through Archford Capital Strategies.

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