Buchanan Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$181,317,044
Clients
164
Advisors
2
of 4 employees
About
Buchanan Wealth Management provides wealth management and financial planning primarily to individual and high‑net‑worth clients with an emphasis on retirement objectives, and also works with businesses and retirement plans. Its services include discretionary portfolio management, comprehensive and stand‑alone financial planning, hourly consulting, and retirement plan consulting for plan sponsors and participants.
The firm emphasizes an asset‑allocation driven approach that combines efficient‑market strategies with quantitative and qualitative analysis to construct portfolios largely composed of mutual funds, ETFs and selected individual securities, with regular monitoring and rebalancing. Accounts are typically managed on a discretionary basis through custodial platforms and model programs offered by its clearing partner, including LPL’s Optimum Market Portfolios and Model Wealth Portfolios.
What is uncommon for firms of its size is that Buchanan Wealth Management acts as the sponsor and portfolio manager of a wrap fee program, permitting a bundled fee option alongside non‑wrap accounts. It also offers ERISA Section 3(38) discretionary fiduciary services for retirement plans, generally maintains a $500,000 account minimum, and manages roughly $212 million in assets across a small advisor team, combining affluent individual relationships with institutional plan work.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.95% $5,000,001+: 0.80%
$300 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly financial planning and consulting at $300 per hour; Retirement Plan Consulting fee generally not to exceed 0.50% of plan assets plus $500 quarterly flat fee
Main office
11710 Plaza America Drive, Suite 2000
Reston VA 20190
Advisors at this office
2
Most active in
District of Columbia · Florida · Maryland · Pennsylvania · Texas · Virginia
Also doing business as
Buchanan Wealth Management · Buchanan Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Goeun C
CFP®, Series 63, Series 65
Reston, VA
Buchanan Wealth Management
Goeun Choi is a CFP® professional with seven years of experience in the financial advisory industry. She is currently with Buchanan Wealth Management, where she has worked since 2018, and has prior experience at LPL Financial LLC. In addition to her advisory role, she has held positions outside finance, including at Freddy's Frozen Custard & Steakburgers and United We Dream. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, focusing on retirement objectives. The firm uses an asset-allocation driven approach, combining efficient-market strategies with quantitative and qualitative analysis, and offers discretionary portfolio management alongside financial and retirement plan consulting.
Matthew B
Series 66
Reston, VA
Buchanan Wealth Management
Matthew Buchanan is a financial advisor with Buchanan Wealth Management in Reston, VA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 21 years before founding Buchanan Wealth Management in 2022. Buchanan Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement objectives. The firm employs an asset-allocation approach combining efficient-market strategies with quantitative and qualitative analysis, managing portfolios largely composed of mutual funds, ETFs, and selected individual securities.
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