The Archer-Lang Group

Is The Coast Clear

July 22, 2025

Tariff Tantrum

June 13, 2025

The Big Mistake

April 3, 2025

The Shifting Market Narrative

March 5, 2025

The Great Normalization

February 4, 2025

A Time For Managing Expectations

January 14, 2025

The Role Of Confidence In Markets

December 23, 2024

The Package

December 6, 2024

Starting Points Matter

November 11, 2024

Warning Signs

September 30, 2024

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

Equity Solutions

Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

• Equity Administration and Financial Reporting
• Liquidity Events
• 409A Valuation Services and Cap Table Management

Retirement

For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

• Defined Contribution Consulting
• Solutions-Oriented Plans
• Fiduciary Investment Oversight

Deferred Compensation

Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

Services include:

Recordkeeping and Plan Design
Portfolio Construction
Wealth Management Services

Executive Services

Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

Equity Compensation Services
Equity Award Analysis
Specialized Solutions

Saving and Giving

Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

College Savings
Student Loan Repayment and Refinancing
Charitable Giving

Financial Wellness

We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

• Financial Education
• Digital Tools
• Financial Guidance

Location

100 Front St

Ste 600

West Conshohocken

,

PA 19428

Private Wealth Management Client Service Associate

Phone:

(610) 260-7137(610) 260-7137

View My Bio

Michael Vogel

Private Wealth Management Client Service Associate

Phone:

(610) 260-7128(610) 260-7128

View My Bio

About Ben Archer

Ben Archer leads a team of accomplished investment management, financial planning and client service professionals who combine their talents to meet the needs of a select clientele. Over the last 27 years Ben and his team have grown their business and evolved their delivery model to focus specifically on serving the complex challenges of ultra high net worth individuals and families. He has been recognized as a Top 400 Advisor by the Financial Times as well as a Forbes Best-in-State Advisor in Pennsylvania.

As a Certified Private Wealth Advisor^® (CPWA^®) professional and Senior Portfolio Manager, Ben regularly draws on his advanced knowledge of wealth management topics such as portfolio strategies, wealth transfer, family dynamics, and closely held business ownership. He believes that in-depth planning, rigorous financial management, and continual evaluation can help clients in the pursuit of their goals and aspirations.

Ben began his wealth management career in 1997 at UBS after graduating from Villanova University with a B.A. in business administration. He and his team moved to Morgan Stanley in 2021.

Ben lives in Flourtown, Pennsylvania, and enjoys spending time with his three daughters.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17.
2019-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
2015-2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14

Securities Agent: NM, NJ, CO, UT, TX, NY, MI, MA, CT, CA, OH, MO, MN, ME, FL, VA, SD, MD, AZ, WA, PA, NC, DC, VT, NV, IN, IL, DE, SC, MT, TN, OK, NH, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2190952

About Matt Lang

As a CERTIFIED FINANCIAL PLANNER™ professional, Matt focuses primarily on delivering holistic wealth management advice to the team’s ultra high net worth clients. Working to create and implement comprehensive financial plans, Matt helps each client build a financial road map for their assets and liabilities and design an investment strategy that is aligned with their goals. Matt has been named as a Forbes Top Next-Gen Wealth Advisors in 2023 and 2024.

Having grown up in a family business environment—specifically one that has been in his family for more than a hundred years—Matt has unique perspective on addressing the planning needs of closely held business owners. He earned the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed exit planning platform available. As a CEPA, Matt focuses on cross-functional consulting and value acceleration, drawing on a multi-disciplinary global network of high caliber advisors in the exit/succession planning community. Matt is a founding member, and current President, of the Exit Planning Institute’s (EPI) Greater Philadelphia chapter. EPI Greater Philadelphia is a community of professional advisors, across a range of disciplines, committed to curating educational programs for business owners and advisors in the areas of succession and exit planning.

As a portfolio manager, Matt helps coordinate the management of client assets in concert with other team members. This process is grounded in rigorous investment research and due diligence. For each client, portfolios are tailored to their unique needs, goals, and strategic objectives. Beyond deep investment research and thoughtful portfolio construction Matt is also focused on investment plan implementation and trading execution.

Matt graduated from Dickinson College where he earned a B.A. in international business and management. In his spare time, he enjoys playing squash, golf and traveling. He lives in Erdenheim, Pennsylvania with his wife, Liz, and their two sons.

Forbes Top Next-Gen Wealth Advisors 2023
Source: Forbes.com (Awarded August 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023.
Forbes Top Next-Gen Wealth Advisors 2024
Source: Forbes.com (Awarded August 2024). Data compiled by SHOOK Research based on time period from Mar 2023-Mar 2024.

Securities Agent: GA, AZ, NY, NV, NJ, IN, UT, DC, CT, CA, SD, WA, VA, MA, IL, NM, TX, NC, MN, MT, PA, OK, ME, FL, DE, VT, TN, SC, NH, MO, MI, CO, OH, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 986330

About Melissa Moyer

Melissa Moyer is a Private Wealth Management Group Director and is responsible for our client service experience, operational execution, organizational management, and strategic initiatives.

Melissa leverages 32 years of industry experience spanning equity trading, private wealth, operations, and executive level leadership. Previously, she has led client services divisions nationwide and has proven success in streamlining operations while elevating the client service experience. Melissa holds the Series 7, 63, 66, 24, 9 and 10 FINRA Registrations.

Melissa resides in Lansdale, PA. When not in the office she enjoys reading, cooking, and spending quality time with family and friends.

About Kyle Heuchert

Kyle Heuchert is a Private Wealth Management Analyst with a focus on delivering tailored financial strategies to high-net-worth clients. Kyle’s primary responsibilities include comprehensive financial planning, detailed portfolio reporting, efficient trade execution, and keeping clients informed with timely market insights.

Kyle graduated from Temple University with a degree in Risk Management and holds his Series 7 and 66. Prior to joining Morgan Stanley, Kyle worked as a wealth advisor helping families with retirement planning and cash flow projection.

Kyle resides in Souderton, PA. Outside of the office, Kyle enjoys golfing, watching sports, and spending quality time with family and friends.

About Jaime Gold

Jaime Gold is a Private Wealth Management Client Service Associate, responsible for delivering superior client service while assisting with asset movement, digital engagement and account activity.

Jaime’s experience ranges from operations and management to logistics and business development, all with a strategic focus on unparalleled service excellence. He is committed to nurturing long-term client partnerships through collaboration and meaningful engagement.

Jaime graduated from Temple University with Bachelor’s Degree in Science and currently holds the Series 7 and 63 FINRA Registrations.

Jaime lives in Phoenixville, Pennsylvania along with his two children and enjoys spending time with family, writing music and hiking.

About Michael Vogel

Michael Vogel is a Private Wealth Management Client Service Associate, focused on timely solutions for clients around administrative and operational activities. Michael recently graduated from Villanova University as an Economics major with minors in Finance and Business. Previously, he was a Private Wealth Management Intern at RW Baird.

Michael grew up in Milwaukee, WI, and has recently relocated to Conshohocken, PA to join Morgan Stanley. Outside of work, he enjoys exercise, cooking, and traveling to visit family and friends.

Private Wealth Management

Professional Insights

The Archer-Lang Group Forbes Best-In-State Press Release 2024

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Wealth Management

Global Investment Office

Portfolio Insights

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

Vesting events
Option expirations
Restricted stock units
Tax implications

Managing Significant Wealth

Investment Management
Wealth Transfer & Philanthropy
Cash Management & Lending
Family Governance & Wealth Education
Lifestyle Advisory
Business Services

Compensation Practices of Investment-Focused Family Offices

Competitive compensation is key to attracting and retaining the best talent for your single family office. Discover the latest trends on relevant pay, benefits and bonus structures in Morgan Stanley's 2025 benchmarking report.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:

Intergenerational Planning
Philanthropic Giving
Non-Traditional Assets
Managing Family Wealth

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

¹When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

²Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

³Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

⁴Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

⁵Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

⁶Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

⁷When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

⁸Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

⁹Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

¹⁰When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.