Steven Buchanan, CPA/PFS

Steve Buchanan, CPA/PFS, is the founder of Buchanan Wealth Partners, where he leads the firm in delivering fully comprehensive financial planning, wealth management, and advisory services to clients. Drawing on his extensive background in public accounting, corporate finance, and military service, Steve built the firm on the same core values of integrity, ethical standards, and deep respect for those he serves—principles he first honed during his nine years as an Air Force Officer, where he attained the rank of Captain and served as a Group Comptroller.

Steve's professional journey in accounting began with tax and auditing experience at a regional accounting firm, followed by working in the tax department of a Big Five firm. Over the years, he advanced through progressively senior roles, including Accounting Manager, Controller, CFO, and Vice President, gaining broad expertise in financial operations, tax strategy, and leadership.

As a licensed Certified Public Accountant (CPA) in Texas and a Personal Financial Specialist (PFS)—a specialized CPA designation that requires significant experience and passing a rigorous exam focused on financial planning and wealth management—Steve is uniquely qualified to provide holistic, integrated advice that bridges accounting, tax, and comprehensive financial planning. To further deepen his expertise in this area, he pursued advanced studies at Texas A&M University School of Law in the Master of Legal Studies program with a focus on Wealth Management, enhancing his understanding of the complex legal aspects of estate, tax, fiduciary, and wealth transfer planning.

Steve holds securities registrations and insurance licenses, including Series 6, Series 7, Series 63, Series 65 (Investment Adviser Representative), and Life, Accident, and Health Insurance. He also maintains certification as a QuickBooks ProAdvisor®.

His education includes a Master of Business Administration (MBA) in Financial Management from the Naval Postgraduate School in Monterey, California, and a Bachelor of Science in Business Administration with a concentration in Accounting from the University of West Florida, where he graduated cum laude.

Steve is actively involved in several professional and civic organizations, including:

• Financial Services Institute (FSI)
• American Institute of Certified Public Accountants (AICPA)
• Personal Financial Planning section of the AICPA (PFP)
• Bradford Tax Institute
• Texas Society of Certified Public Accountants
• Dallas CPA Society

Outside of work, Steve enjoys exercising, golfing, biking, watching sports, and spending quality time with his family.