Buchanan Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

11710 Plaza America Dr Ste 2000, Reston,...

Phone Number

(703) 956-2633

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Buchanan Wealth Management

Buchanan Wealth Management offers a range of financial services including financial planning, investment management, estate planning, insurance, and tax strategies. The firm aims to help clients clarify their vision of wealth and create goal-based plans tailored to their unique objectives. Their target clients include individuals seeking comprehensive financial advice and strategies to manage their wealth effectively. Buchanan Wealth Management is recognized for its expertise and has been acknowledged in the financial industry for its commitment to client success.Explore more
Buchanan Wealth Management's Social MediaPopular SearchesBuchanan Wealth ManagementBuchanan Wealth Management LLCBuchanan Wealth AdvisoryBuchanan Wealth Management - HomeBuchanan Wealth MangementSIC Code 62,628NAICS Code 52,523Show more

Buchanan Wealth Management Org Chart

MB
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Founder & Chief Executive Officer

PhoneEmail
BB
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Financial Advisor

PhoneEmail
VB
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Wealth Management Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Buchanan Wealth Managemen...

<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
1980
SV
Steven Van HoutenPresident & Financial Advisor
<$5M
11-50
Private
-
1991
<$5M
1-10
Private
-
-
KG
Kelli GargaszFounder & Financial Advisor
<$5M
1-10
Private
-
2005
MB
Matthew BrennerWealth Management Advisor
<$5M
1-10
Private
-
-
JM
Jenny MalmquistVice President, Operations & Client Experience
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Buchanan Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Buchanan Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Buchanan Wealth Management.

Buchanan Wealth Management Tech Stack

A closer look at the technologies used by Buchanan Wealth Management

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Frequently Asked Questions Regarding Buchanan Wealth Management

What is Buchanan Wealth Management's official website?
Buchanan Wealth Management's official website is www.buchananwealth.com
What is Buchanan Wealth Management's Revenue?
Buchanan Wealth Management's revenue is <$5 Million
What is Buchanan Wealth Management's SIC code?
Buchanan Wealth Management's SIC: 62,628
What is Buchanan Wealth Management's NAICS code?
Buchanan Wealth Management's NAICS: 52,523
How many employees does Buchanan Wealth Management have?
Buchanan Wealth Management has 1-10 employees
What industry does Buchanan Wealth Management belong to?
Buchanan Wealth Management is in the industry of: Finance, Securities Trading
What is Buchanan Wealth Management competition?
Buchanan Wealth Management top competitors include: Mayer Private Wealth Management, Client Centric Financial Advisors, Shelter Rock Wealth Management, KRPG Advisors
What technology does Buchanan Wealth Management use?
Some of the popular technologies that Buchanan Wealth Management uses are: Cloudflare Website Optimization, MailChimp, Proofpoint, Google Tag Manager
How do I contact Buchanan Wealth Management?
Buchanan Wealth Management contact info: Phone number: (703) 956-2633 Website: www.buchananwealth.com
What does Buchanan Wealth Management do?

Buchanan Wealth Management offers a range of financial services including financial planning, investment management, estate planning, insurance, and tax strategies. The firm aims to help clients clarify their vision of wealth and create goal-based plans tailored to their unique objectives. Their target clients include individuals seeking comprehens... ive financial advice and strategies to manage their wealth effectively. Buchanan Wealth Management is recognized for its expertise and has been acknowledged in the financial industry for its commitment to client success.Read More

What are Buchanan Wealth Management social media links?
Buchanan Wealth Management Linkedin page Buchanan Wealth Management Twitter page Buchanan Wealth Management Facebook page
Is Buchanan Wealth Management a public company?
Buchanan Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Buchanan Wealth Management

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