Buchanan Wealth Management

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Client assets under management

$181,317,044

Clients

164

67% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,105,592

About

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.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Comprehensive financial plan: $4,000 fixed fee

Percentage

$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.95% $5,000,001+: 0.80%

Project-based

$300/hour for consulting services

Other

Account minimum: $500,000 Fee-only: Financial planning: $4,000 fixed fee or $300/hour (whichever is less); Hourly consulting: $300/hour; Retirement Plan Consulting: Up to 0.50% of plan assets plus $500/quarter flat fee

Main office location

Buchanan Wealth Management

11710 Plaza America Drive, Suite 2000

Reston VA 20190, United States

Number of offices

Most active in

District of Columbia · Florida · Maryland · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 703-956-2633

Advisors at this firm

Goeun C

CFP®, Series 63, Series 65

Reston, VA

Buchanan Wealth Management

Goeun Choi is a CFP® professional with seven years of industry experience, currently serving as an advisor at Buchanan Wealth Management in Reston, VA. Her work history includes prior roles at LPL Financial LLC and involvement with nonprofit organization United We Dream. Buchanan Wealth Management provides fee-based investment management and financial planning primarily for individual and high-net-worth clients, focusing on retirement objectives. The firm uses a model-based investment approach through the LPL Strategic Wealth Management platform and offers discretionary account management, including a wrap fee program and institutional fiduciary services.

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Matthew B

Series 66

Reston, VA

Buchanan Wealth Management

Matthew Buchanan is a financial advisor at Buchanan Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2002. Buchanan founded Buchanan Wealth Management in 2022. Buchanan Wealth Management provides fee-based investment management and financial planning primarily for individual and high-net-worth clients, with an emphasis on retirement objectives. The firm uses the LPL Strategic Wealth Management platform and combines efficient-market strategies with quantitative and qualitative analysis, offering discretionary portfolio management and institutional fiduciary services.

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

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