A complete list of active advisors currently associated with Buchanan Wealth Management

Warmer can help you find a great advisor at Buchanan Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Buchanan Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.