Steve Buchanan

Buchanan Wealth Partners is a wealth management firm focused on helping individuals, families, and business owners connect taxes, investments, and long-term goals. Led by a certified public accountant and military veteran, the firm brings tax-aware strategy and coordinated financial planning together to help clients build, preserve, and transfer wealth. Its approach treats planning as both analytical and personal, shaping recommendations around each client’s circumstances, priorities, and vision for the future.

Services include private client wealth planning, investment management, retirement and income strategies, tax planning, estate and legacy planning, and support through major life transitions. For business owners, Buchanan Wealth Partners offers integrated planning that addresses retirement plans, employee retention, business growth, wealth preservation, and exit planning. The firm also serves pre-retirees, retirees, physicians, and other professionals with complex tax needs. Clients can access educational articles, videos, market updates, and financial calculators covering topics such as Social Security, student debt, retirement, and estate strategies.