Our Strategy

Your future isn’t cookie-cutter; your investment strategy shouldn’t be, either.
At Buchanan Capital, our investment advisors make it a priority to understand the future you envision, and then engage with you to develop a customized investment portfolio.

Our commitment to you is ongoing, working together to generate wealth over a lifetime – and possibly for the next generation.

Our Story

Building financial strength by combining conservative investment strategies with best-in-class market research tools.

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Our Team

Our team

Experienced investment advisers who set exacting standards for impeccable client service.

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Financial Planning and Wealth Management

We work with clients to proactively manage for the future through legacy and estate planning, trusts, 529 educational accounts and multigenerational investment planning.

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Retirement Planning

From 401ks to IRAs and pensions, we can help you grow your nest-egg intelligently.

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Investment and Asset Management

A boutique brokerage where every investment portfolio is custom tailored for the individual or institution.

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Business Services

We help owners create sustainable employee benefit plans, and offer insight on key business decisions.

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Client Advising

We offer our perspective and insight across a wide range of life decisions that can impact your financial strategy.

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