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Michael B

CFP®, Series 66

Westerville, OH

Edward Jones

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive Religious/faith focused
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