About Brian
Brian Buchanan brings more than 25 years of experience helping individuals, families, business owners, and retirement plan sponsors navigate complex financial decisions. He develops and helps implement comprehensive wealth management strategies while overseeing retirement plan consulting services for the team’s business clients.
Brian’s experience includes wealth management, financial planning, fiduciary consulting, executive compensation, estate planning coordination, and employer-sponsored retirement plans. Drawing on his financial planning background, Brian meets regularly with clients to assess their evolving needs, implement recommended strategies, and monitor progress toward their goals.
Prior to joining Hightower, Brian spent 15 years in advisory and leadership roles with Merrill Lynch, where he gained experience in wealth management, financial planning, and client relationship management.
Brian is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Plan Fiduciary Advisor (CPFA®), the Chartered Retirement Plans Specialist (CRPS®), and the Nonqualified Plan Consultant (NQPC™) designations. He also holds his FINRA Series 7, 63, 65, and Life and Health Insurance licenses.
Brian attended Monmouth University, where he majored in business management. He is a member of the National Association of Plan Advisors and the Sigma Pi Alumni Association. Brian lives in Marlton with his wife, Christine, and is the proud parent of two grown children living in New Jersey and New York. In the summer, he enjoys spending time in Ocean City, New Jersey, making memories with family and friends.
