Our Priority Is You
As an independent financial advisory practice, we provide advice imparted by experienced professionals that have no corporate agenda, sales goals or conflicts of interest. Simply put, our priority is you.
Matthew Archer
Partner and Investment Advisor
Matthew Archer
PARTNER AND INVESTMENT ADVISOR
P: (919) 758-8911
F: (919) 758-8918
E: marcher@aimnc.com
Matt Archer’s experience in the financial services industry began in 1997 as an intern with Merrill Lynch in New York. In 2000 he began working as an independent financial advisor with FSC Securities. Today, his focus is on partnering with affluent individuals, families and small business owners that want to consolidate and manage their financial affairs.
Matt founded AIM Advisors in 2006 and strives to help clients attain financial freedom by making their financial goals and dreams a reality. A graduate of Brockport State University, he has a Bachelor of Science degree in both Finance and Economics, along with several industry licenses. Matt consistently applies his education and experience to the solutions he provides for clients and is a key member of the AIM Advisors team.
Passionate about his community, Matt serves on the Board of Directors for BEGINNINGS for Parents of Children Who are Deaf or Hard of Hearing and was the Committee and Event Chair for the NC Tour de Cure for several years. As a long-time member of the Rotary Club of Wakefield, he has worked on many fundraisers and events to support the local area. Matt is also an avid runner, cyclist and swimmer and has completed a number of IRONMAN Races as a member of the Moxie Multisport Race Team. Additionally, he has competed in the Boston Marathon, twice in the Raleigh City of Oaks Marathon and is a 7-time competitor in the Marine Corp Marathon as a member of Team Dykeman, which is a scholarship fund honoring a fallen Marine killed in Iraq in 2008.
Matt is a die-hard sports fan and loves seeing baseball games at stadiums across the country. Saturdays in the fall you can usually find him at North Carolina State University football games. Matt also enjoys traveling, trying new restaurants, and spending time with his daughter, Madison.
Industry Licenses
- FINRA General Securities Representative (Series 7)
- NASAA-Investment Advisors State Law Exam (Series 66)
- Uniform Securities Agent State Law Exam (Series 63)
- General Securities Principal (Series 24)
- Life and Health Insurance
- Medicate Supplements and Long-Term Care Insurance
Awards & Accomplishments
- Triangle Business Journal’s 40 Under 40 Leadership Award
The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Finalists for the Triangle Business Journal's 40 Under 40 Leadership Awards were chosen by six judges from a candidate pool of more than 200 qualified nominees. Archer and the other award winners will be recognized at an award luncheon.
Featured In
- Investors Business Daily
- US News and World Report
- InvestmentNews
Nina O’Neal
Partner and Investment Advisor
A financial advisor since 2006 and a financial services professional since 2004, Nina O’Neal is an industry veteran. She began her career in New York, NY in institutional finance and after some time on Wall Street, moved back to North Carolina to become a financial advisor with Merrill Lynch. In 2009, Nina became co-owner of AIM Advisors to fulfill her desire to provide unparalleled client service. Today, she focuses on bringing her experience with large pensions, endowments, and corporations both to individuals and to businesses.
Nina has been featured in multiple industry publications as a sought-after national thought leader and commentator on industry topics and trends. She frequently serves as a panelist and participant in think tank meetings, podcasts, webinars, and industry conferences. Nina has written articles on practice management and industry topics for Financial Planning Magazine and was a contributor to the book, How I Invest My Money, where Nina shares candidly how she handles her own personal finances and what shaped those decisions.
In 2019, Nina founded The Female Advisor Network, a national membership organization for female financial advisors, with the mission to create a community of support, mentorship, collaboration, and education for female advisors. As a dedicated leader in the financial advisory space, she currently serves on the Advisor Board for Arkadios Capital in Atlanta, GA.
A graduate of the University of North Carolina at Chapel Hill, Nina remains local to the area and is very passionate about her community. She has supported, sponsored, and planned numerous charity events. Nina is a member of Hayes Barton United Methodist Church and an active parent at St. David’s School. She enjoys traveling, trying new restaurants, and spending time with her boys, Lowe and Emmett.
Industry Licenses
- General Securities Representative (Series 7)
- NASAA-Investment Advisors State Law Exam (Series 66)
- Life and Health Insurance
- Medicare Supplement and Long-Term Care Insurance
Awards & Accomplishments
- Investment News Women to Watch
- Investment News 2024 Advisor of the Year (Southeast) Finalist
The Investment News 2024 Advisor of the Year (Regional) recognizes the most outstanding advisors in the main regions of the U.S. from an advisory firm or team, regardless of business size and model.
- InvestmentNews 40 Under 40 Financial Professionals
- Triangle Business Journal’s 40 Under 40 Leadership Award
- Investopedia’s Top 100 Financial Advisors
- AdvisorHub Fastest Growing Advisors to Watch
The AdvisorHub Fastest Growing Advisors to Watch recognizes advisors who have excelled at bringing in new clients, increasing assets and boosting production.
- Onalytica Women in Finance: Top 100 Influencers
The Onalytica Women in Finance: Top 100 Influencers identifies the top 100 most influential individuals leading the finance industry's discussion on social media.
InvestmentNews is recognizing female financial advisors and industry leaders who are advancing the advice business through their passion, creativity, intellect and willingness to help other women along the way.
The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.
The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Finalists for the Triangle Business Journal's 40 Under 40 Leadership Awards were chosen by six judges from a candidate pool of more than 200 qualified nominees. O’Neal and the other award winners will be recognized at an award luncheon.
The INVESTOPEDIA 100 was created by analyzing the presence and impact of financial advisors across social media channels, TV and radio, conferences, and their own blogs and websites. To conduct this analysis, we looked at their frequency of posts and appearances, number of followers, reader engagement, and citations of their work by other advisors, consumers and the financial media. Investopedia’s editorial team reviewed the results, researched each advisor under consideration, and made the final determination. This award is not indicative of the investment advisor’s future performance.
Featured In
- Investment News
- CNBC
- WSJ
- Financial Planning Magazine
- Citywire
- Washington Post
- On Wall Street
- US News and World Report
- Contributor to How I Invest My Money
- And More
Emily Adair Burgess
Client Relations and Operations Associate
Emily Adair Burgess
Client Relations and Operations Associate
P: (919) 758-8911
F: (919) 758-8918
E: eburgess@aimnc.com
Emily Adair is a graduate of Auburn University and is currently finishing her Masters in Trust and Wealth Management at Campbell University. She is a native of Wilmington, North Carolina.
Charlotte Martin
Client Relations and Operations Associate
Charlotte Martin
Client Relations and Operations Associate
P: (919) 758-8911
F: (919) 758-8918
E: cmartin@aimnc.com
Charlotte Martin graduated from the University of the South in Sewanee, TN, and hails from the charming city of Charleston, SC. Following an eight-year career as a wedding planner in Charleston, Charlotte moved to Raleigh and transitioned to a role as a recruiter for the Clinical Research Industry. After a stint of being a stay-at-home mom, Charlotte reentered the workforce, ready to embark on a new journey in wealth management. Having experienced firsthand the invaluable guidance of a financial advisor, Charlotte felt inspired to pursue a career where she could offer the same support and expertise to others. Outside of work, Charlotte loves spending time with her two boys, Simms and Mac, and enjoys teaching Barre3 classes.
Emma Collins
Marketing and Operations Associate
Emma Collins
Marketing and Operations Associate
P: (919) 758-8911
F: (919) 758-8918
E: ecollins@aimnc.com
After graduating from Meredith College, Emma Collins began her professional career in Raleigh and discovered her passion for growing relationships and digital marketing. Combining her marketing skills and warm professionalism, Emma excels in cultivating strong client relationships, ensuring exceptional care. Outside of work, she loves heading to the North Carolina coast to be by the ocean and read a good book. When she’s not at the beach, she loves to try new restaurants and spend quality time with her husband, Shane, and their loyal companion, Bogey.
