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- Custodian
- LPL Financial ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 10-27-2021
- Office Locations
- 1
Office Locations
About Buchanan Wealth Management
Buchanan Wealth Management is a Reston, VA advisory firm focused on goal-based financial planning and personalized roadmaps across life milestones. The team supports retirement and tax planning, risk tolerance, and business-succession needs, with investment guidance informed by core principles and vehicles like ETFs. Client onboarding starts online via Typeform, and the site publishes educational articles, videos, and calculators.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW STEWART BUCHANAN
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #4557312
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GOEUN CHOI
Associate Wealth Advisor
- CRD
- #6964788
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,534,966 | $408,667 |
| Non-Discretionary | $26,477,221 | $1,393,538 |
| Total | $212,012,187 | $448,229 |
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Separately Managed Accounts
Total SMA Asset: $212,012,187
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,869,154,416 | 29.0% |
| Cash | $2,313,884,260 | 35.9% |
| Equity - Exchange | $2,262,321,379 | 35.1% |
| Total | $6,445,360,055 | 100.0% |