Buchanan & Company

What Buchanan & Company does

Buchanan & Company operates a wealth management advisory practice marketed as Buchanan Wealth Partners, providing tax-optimized wealth management to individuals, families, pre-retirees, business owners, and physicians. Its core offerings are Private Client Services (life transitions, wealth building, retirement preparation with total wealth coordination) and Business Services (integrated planning including retirement plans, exit planning, and balance sheet optimization). The firm is led by a CPA and military veteran, positioning integrated tax and investment planning as its functional differentiator. Its client base is described as multi-generational, with many clients retained for decades.

The firm operates entirely as a financial professional network under Cetera Wealth Services LLC, a FINRA/SIPC broker-dealer, with advisory services offered through Cetera Investment Advisers LLC and insurance products through the Cetera Financial Group Insurance Agency. It sits within the Avantax community of Cetera, leveraging that ecosystem for compliance, custody, and product access. Its technology stack is built entirely on third-party platforms: the Avantax Client Portal for account access, eMoney for wealth planning, My Tax Portal (securefilepro.com) for document exchange, and FMG Suite for the website and content management. There is no proprietary technology, no AI/ML capability, and no software product.

The revenue model combines transaction-based brokerage commissions, asset-based investment advisory fees, and insurance commissions. The firm does not publish pricing or fee schedules; client relationships are delivered through registered representatives and investment adviser representatives in states where they are properly registered. Geographic scope is limited to the United States, with no disclosed AUM, revenue, headcount trend, or client count data.

Name

Buchanan & Company

Legal name

Buchanan Wealth Partners

Website

https://buchanancan.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Buchanan & Company (operating as Buchanan Wealth Partners) is a tax-optimized wealth management advisory firm serving individuals, families, pre-retirees, business owners, and physicians, operating under the Cetera Wealth Services / Avantax broker-dealer and RIA network from Flower Mound, Texas.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Tax-optimized planning
• Financial planning

Headquarters

HQ city

Flower Mound

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Brokerage Services: Transaction-based compensation (commissions) for registered representatives who offer brokerage services and receive transaction-based compensation.
2. Investment Advisory Services: Fees based on assets under management for investment advisory services offered through Cetera Investment Advisers LLC.
3. Insurance Products: Insurance business conducted through Cetera Financial Group Insurance Agency (doing business in CA as CFGAN Insurance Agency LLC).

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Buchanan Wealth Partners provides tax-optimized wealth management and integrated financial planning services through affiliated registered representatives and investment adviser representatives. Core deliverables include Private Client Services (wealth building, retirement, and legacy planning) and Business Services (business-owner retirement plans, exit planning, and balance-sheet coordination). Securities are offered through Cetera Wealth Services LLC (FINRA/SIPC) and investment advisory services through Cetera Investment Advisers LLC.

Product overview

Buchanan Wealth Partners is a wealth management advisory firm offering a unified service model centered on tax-optimized wealth management. The core offerings consist of Private Client Services for individual wealth building and retirement preparation, and Business Services for integrated business owner planning including exit strategies. A Resource Center provides supplementary educational content. The firm does not operate a software product platform but rather delivers personalized advisory services led by a CPA and military veteran, coordinating wealth planning across generations.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Client Services Comprehensive tax-optimized wealth management services for individuals and households navigating life transitions, wealth building, or retirement preparation, providing total wealth coordination across taxes, investments, and long-term goals.
• Business Services Integrated planning services for business owners covering retirement plans, exit planning, and balance-sheet optimization to help preserve wealth, grow the business, retain employees, and exit on the owner's terms.
• Resource Center Curated library of educational articles, videos, market updates, and calculators covering tax strategies, investment management, retirement planning, estate planning, insurance, and lifestyle topics to support client financial literacy.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AvantaxcoreChannel Partner/ Reseller/ DistributorAvantax is a distinct community within Cetera Wealth Services LLC. The firm operates as part of the Avantax community, which provides the branded platform for tax-optimized wealth management services.

Scale indicators2 records

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Ameriprise Financial: National wealth management firm with an advisor-led model offering investment advisory, retirement, tax, and insurance products to individuals and small-business owners. Comparable in client segments but operates at vastly larger scale.
• Fisher Investments: Large RIA providing discretionary portfolio management and wealth planning primarily to high-net-worth individuals and institutional clients. Overlaps with Buchanan in private-client wealth management but at much greater scale and a different delivery model.
• Edward Jones: National advisor-led wealth management firm serving individuals, retirees, and small-business owners with investment advisory and retirement planning services. Comparable in client base, with far larger branch network and brand recognition.
• Cetera Financial Group: Parent broker-dealer and RIA network providing compliance, custody, technology, and product access to Buchanan Wealth Partners and other affiliated advisor communities. Comparable in service offering at the enterprise level, with far greater scale and product breadth.
• Avantax: Parent community within Cetera Wealth Services that focuses on tax-focused wealth management for individuals, business owners, and CPAs. Buchanan operates as part of this community, sharing branding, technology stack, and product platform with much larger affiliated practices.

Direct peers

• Cambridge Investment Research: Independent broker-dealer and RIA supporting thousands of financial advisors offering wealth management, retirement, and tax planning services. Comparable advisor-led practice model with similar advisor-affiliation structure, though with substantially more advisors and AUM.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting advisor-led wealth management practices serving individuals and business owners. Comparable in offering integrated financial planning with custody/infrastructure provided centrally.
• Edelman Financial Engines: Large national RIA offering investment advice, retirement planning, and tax-aware strategies to individuals and business owners. Comparable client segments and advisory services, with substantially larger scale and a digital/automated advisory layer.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management to individuals and business owners, including tax-aware planning and exit planning. Comparable to Buchanan Wealth Partners in target segments and integrated service model, but at meaningfully greater scale.
• Creative Planning: National RIA providing tax-focused wealth management, retirement planning, and business-owner services to households across the U.S. Closely comparable service mix and target client base, but with vastly larger scale and brand reach than Buchanan.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Buchanan & Company