Buchanan Capital Management, LLC is an independent financial services firm located in Oklahoma City. We specialize in financial planning, investment management, and retirement plan solutions for individuals & families, businesses, professionals, and retirees.
This is the process by which we leverage our clients economic data against various financial concepts to design a formal plan that will create and preserve multigenerational wealth.
At the core of our services, we protect and grow our client's capital with a keen awareness of global economic variables; allowing for unmatched, risk-adjusted returns through all market cycles.
At Buchanan Capital, we help families take a proactive approach to funding their loved one's higher education expenses through the use of 529 plans, Roth IRAs, coverdell plans, and various other investment strategies.
Effective estate planning occurs when one’s wealth transfers to their loved ones in the most economic manner, taking great consideration of tax implications and philanthropic intentions.
We offer retirement plan consulting services that include: employee education programs, plan design, asset allocation revisions, fund performance comparisons, and various other fiduciary services.
It is our contention that the most significant hindrance to long-term wealth accumulation is taxes, which is why this salient factor is at the forefront of all financial planning considerations.