Financial & Tax Planning | Buchanan Wealth Management

Our Approach

Planning first. Investments aligned. Advice that stays relevant.

Your financial life is interconnected. Your advice should be too.

That is why our process begins with a plan. We work to understand what matters most to you, where you are today, where you want to go, and what decisions may have the greatest impact along the way. From there, we help align your investments and broader financial strategy around those priorities.

Investment

Create an investment strategy that's right for you.

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Retirement

Steps to consider, to pursue the retirement you want.

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Estate
& Legacy

Manage your affairs during your lifetime and beyond.

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Tax
Planning

We look forward to helping you and your loved ones explore their financial goals.

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When wealth grows, so does complexity

Your money should serve your life, not complicate it.

Buchanan Wealth was built for families with complex planning needs

Planning first. Investments aligned. Advice that stays relevant.

A planning-led approach to wealth management

Many firms start with investments and treat planning as an add-on.

We believe the opposite approach creates better outcomes.

At Buchanan Wealth Management, planning and investment management work together. Your portfolio should not exist in isolation from your taxes, retirement goals, estate wishes, business interests, charitable intent, or family priorities. Your financial life is interconnected. Your advice should be too.

2024 and 2019 Northern Virginia Magazine Top Financial Professional. To compile the Top Financial Professionals listing, a survey is sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The nominations are vetted by consulting various publications to determine the list of winners. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

2024 Washingtonian Top Financial Advisor list includes three different categories: the area’s top financial advisers, marked with a “Top Financial Advisor” badge, “top producers” at local banks and brokerages, and sponsors. The process to determine each set of names differed.

To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.

Most of the 375 “Top Financial Advisors” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house—and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes.

No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Our planning process is designed to bring clarity

We believe financial planning should do more than produce recommendations. It should help you understand where you are, where you want to go, and which decisions are most important right now.

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