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 fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, and also offers consulting to businesses and institutional retirement plans. The firm places a stated emphasis on retirement planning and delivers both discretionary portfolio management and standalone or hourly financial planning engagements. Portfolios are managed on a discretionary basis with client allocations built from mutual funds, ETFs and limited individual securities and reviewed regularly for rebalancing and risk alignment. The firm uses model and platform solutions — including LPL Financial’s Optimum Market Portfolios and Model Wealth Portfolios — and describes an investment process that blends efficient-market, quantitative and qualitative analysis to inform allocations. What distinguishes the firm from many peers is its role in wrap-fee programs: Buchanan offers Strategic Wealth Management as a wrap program (acting as sponsor and portfolio manager) and also implements LPL-sponsored wrap model portfolios, a combination that is uncommon among supported firms. The firm also provides institutional retirement-plan services that can include ERISA 3(38) discretionary plan-level management and participant education, and generally expects a $500,000 account minimum for managed relationships.
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.
Name |
Location |
Years of experience |
|---|---|---|
Reston, VA
| 23
| |
Reston, VA
| 7
|
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