Matthew Buchanan has been Managing Member and Chief Compliance Officer of Buchanan Wealth Management since September 2021, is a control person of the firm and directly owns 75% or more of it. Matthew Buchanan holds a Bachelor of Science in Business Administration from Belhaven University and a Master's degree in Religion from Reformed Theological Seminary.
Buchanan Wealth Management, LLC is a Reston, VA firm with $212M under management, 185 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Matt Buchanan is CEO and Founder of Buchanan Wealth Management, based in Reston, Virginia. He founded the firm and has been advising clients toward their goals since 2003. He works with clients on retirement, investments, risk management and long-term wealth strategy.
Matthew Buchanan’s longest registration was 19 years at LPL Financial LLC (2003–2023). Before joining Buchanan Wealth Management in 2022, Matthew Buchanan was registered through LPL Financial LLC.
- Buchanan Wealth ManagementCurrent– present · 4 yearsReston, VA · Adviser representative · Firm CRD 316629
- LPL Financial LLC– · 19 yearsReston, VA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Buchanan Wealth Management
- CFP®
Investment adviser representative registrations
Matthew Buchanan is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is Virginia, in November 2024.
- TexasSince 30 January 2022
- VirginiaSince 18 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 15 June 2011 |
| Series 31 | Futures Managed Funds Examination | 6 October 2004 |
| Series 66 | Uniform Combined State Law Examination | 14 April 2003 |
| Series 7 | General Securities Representative Examination | 4 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Stewart Buchanan
- CRD
- 4557312
- Firm
- Buchanan Wealth Management · CRD 316629
- Role
- Managing Member and Chief Compliance Officer
- Office
- 11710 PLAZA AMERICA DRIVE, SUITE 2000, Reston, VA 20190
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- buchananwealth.com
Where does Matthew Buchanan work?
Matthew Buchanan has been Managing Member and Chief Compliance Officer of Buchanan Wealth Management, LLC since September 2021, and is a control person of the firm.
Is Matthew Buchanan a financial advisor?
Yes. Matthew Buchanan has a current investment-adviser registration in Texas and Virginia, through Buchanan Wealth Management since January 2022.
How many years of experience does Matthew Buchanan have?
Matthew Buchanan has 23 years in the financial industry, since March 2003, across 2 adviser firms.
What exams has Matthew Buchanan passed?
Matthew Buchanan has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 7, was passed in March 2003. FINRA credited Matthew Buchanan with the SIE, which began in October 2018.
Where is Matthew Buchanan based?
Matthew Buchanan’s registered office is in Reston, VA.
Is Matthew Buchanan registered with FINRA?
No. Matthew Buchanan has no current broker registration.
Is Matthew Buchanan a CFP?
Buchanan Wealth Management lists Matthew Buchanan with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Buchanan’s record?
Search CRD 4557312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Buchanan’s full registration record.