About Us

Building Confidence With Total Wealth Coordination

At Buchanan Wealth Partners, we believe financial planning is a craft. As a longtime CPA, financial advisor, and former CFO, Steve Buchanan brings decades of experience, shaped by both technical precision and creative problem-solving. His connection to the arts, from his daughter’s music to the visual art he admires, reinforces what he’s always believed: the best work comes from people who are both practiced and passionate.

We take the same approach to financial planning. Every client’s life is unique, and their plan should be too. That’s why we connect the dots between your taxes, investments, and future goals, so the full picture comes into view, and you can move forward with clarity and confidence.

Meet The Team

Keep More Of What You Earn With Tax-Smart Planning

We don’t just report on what happened last year. We help shape what happens next. For clients who work with us on the investment side, we bring CPA-level insight into every stage of the planning process, offering integrated tax preparation and proactive strategies designed to reduce your lifetime tax bill. We’re here to make sure no opportunity slips through the cracks.

Paint Your Full Wealth Picture With Confident Strokes

Clients turn to us because they want a partner who can get creative while coordinating their full financial picture. Every plan we design is tailored to your life, your goals, and your values. And every conversation is driven by one question: how can we help you live the life you want?

Our Commitment To You

We bring our values into the work we do every day to ensure you receive the service you deserve.

Integrate Tax Perspectives

We don’t just do a “book report” of the last year. We bring CPA experience to actively shape the year ahead. By integrating tax efficiency into every part of your plan, we help you make forward-looking decisions and keep more of what you earn.

Coordinate The Whole Picture

Our firm takes a holistic approach to planning, connecting the dots between every part of your financial life so nothing gets overlooked. With a coordinated approach, we help you make smarter, more confident decisions.

Foster Deep Relationships

Our clients are part of the extended Buchanan family. Whether it’s meeting for dinner with longtime clients or fielding questions during tax season, everything we do is built on our relationship with you.

Lean Into The Art Of It

This work is a craft. We approach each financial plan like a canvas, using the colors of your life and values with the style from our experience to paint a wealth picture unique to the future you want to live.

We Build Relationships That Last

Our clients are part of the extended Buchanan family. It’s not uncommon to see holiday cards on our office mantel or to toast a client’s retirement with a heartfelt drink. That’s the kind of relationship we’re proud to build, and the kind of service you can count on for years to come.

Paint A Clear Picture Of Your Future, Then Live It

Meaningful planning starts with meaningful connection. Schedule your first conversation with our team to see how we can help you paint your vision of the future. We look forward to talking with you!

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Our Network Of Support

Our firm is a part of Avantax, a network of financial professionals who integrate tax-focused strategies into comprehensive wealth planning. With their support and resources, we can focus more on delivering personalized, tax-smart guidance to you.

Explore Avantax

Confidently Pursue Your Vision Of The Future

WHO WE SERVE

Who We Serve

Seeing The Bigger Picture Of Your Wealth

OUR METHOD

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A Team Of Experienced, Creative Professionals

MEET OUR TEAM

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