Our Team
How We Work
A team committed to thoughtful advice and personal service
Choosing a financial advisor is not only about credentials. It is about trust, judgment, and the confidence that the people guiding your financial life truly understand what matters to you.
A responsive and relationship-driven client experience
Great advice should be matched by great service. We believe affluent families deserve timely communication, careful follow-through, and a client experience that feels personal, attentive, and professional at every step.
Advice is personal. Your advisory relationship should be too.
We are committed to helping clients navigate important financial decisions with clarity, care, and long-term perspective.
Matt Buchanan, CFP®
CEO, Founder
Matt understands the need for sound financial advice, and applies this understanding to every client interaction. Buchanan Wealth Management was built on the foundation of integrity and the strength of relationship. It strives to serve...
Goeun Choi, CFP®
Financial Advisor
Goeun Choi joined Buchanan Wealth Management (BWM) as Client Services Associate in 2018. Prior to joining BWM, she worked in the nonprofit industry. Throughout her own personal finance journey, she realized the importance of financial...
Maria Buchanan
Client Services Associate