Become A Client
We are committed to knowing our clients well and serving them excellently. In many industries, service is a thing of the past. At Buchanan Wealth Management, service is the foundation of our future.
You can get started now by completing our Personal Confidential Profile.
Click on the Confidential Profile button below:
In our initial meeting, we’ll get to know you. The real you. Because we’re not just in the financial management business, we’re in the relationship business. We’ll become familiar with your financial goals and personal aspirations. Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services fit your needs and objectives. All information provided is strictly confidential, whether or not you become a client.
For our existing clients’ benefit, we accept only a limited number of new clients each year. Our goal is to provide the highest level of service possible for our clients.
At Buchanan Wealth Management, we have witnessed many changes in the financial industry over the years. One thing that has remained constant is our clients’ desire to provide financial security both for themselves and their families. We understand that money is not necessarily the goal, but rather a means toward your goal. We look forward to learning what is important to you.
If you’d like more information please call us at 703.956.2633 or email firstname.lastname@example.org.