Megan Buchanan has been an investment adviser representative at Horizons Sustainable Financial Services since May 2025, and is not listed among the firm’s executive officers or direct owners.
Horizons Sustainable Financial Services, Inc. is a Santa Fe, NM firm with $151M under management, 310 clients and 6 advisers across 6 offices, as of its January 2026 filing.
Megan Buchanan is Financial Advisor of Horizons Sustainable Financial Services. Buchanan works with clients through sustainable and responsible investing and purpose-driven financial planning. Before that, Buchanan worked in the nonprofit world, helping people gain access to resources and build financial literacy.
Megan Buchanan’s longest registration was 4 years at Silver Oak Advisory Group (2020–2025). Before joining Horizons Sustainable Financial Services in 2025, Megan Buchanan was registered through Silver Oak Advisory Group.
- – present · 1 yearMilwaukie, OR · Adviser representative · Firm CRD 164970
- Silver Oak Advisory Group– · 4 yearsPortland, OR · Adviser representative · Firm CRD 108298
Professional designations
Listed by Horizons Sustainable Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Megan Buchanan is registered as an investment adviser representative in Oregon, since May 2025.
- OregonSince 14 May 2025
Examinations
No examinations are on Megan Buchanan’s record.
- Full name
- Megan Elizabeth Buchanan
- CRD
- 7315217
- Firm
- Horizons Sustainable Financial Services · CRD 164970
- Office
- Milwaukie, OR
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- horizonssfs.com
Where does Megan Buchanan work?
Megan Buchanan is an investment adviser representative registered through Horizons Sustainable Financial Services, Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Megan Buchanan a financial advisor?
Yes. Megan Buchanan has a current investment-adviser registration in Oregon, through Horizons Sustainable Financial Services since May 2025.
How many years of experience does Megan Buchanan have?
Megan Buchanan has 5 years in the financial industry, since December 2020, across 2 adviser firms.
Where did Megan Buchanan work before Horizons Sustainable Financial Services?
Before Horizons Sustainable Financial Services, Megan Buchanan was registered through Silver Oak Advisory Group, November 2020 to May 2025.
Where is Megan Buchanan based?
Megan Buchanan’s registered office is in Milwaukie, OR.
Is Megan Buchanan registered with FINRA?
No. Megan Buchanan has no current broker registration.
Is Megan Buchanan a CFP?
Horizons Sustainable Financial Services lists Megan Buchanan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Megan Buchanan’s record?
Search CRD 7315217 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Buchanan’s full registration record.
