Megan Buchanan (CFP®)

Megan Buchanan focuses in the
following client markets or areas of practice:
- AUM
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- AUM
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
NAPFA Start Date
April 01, 2021