# Buchanan Wealth Management
Source: https://planprovider.pro/provider/buchanan-wealth-management

> Retirement plan advice for small businesses is a core part of what Buchanan Wealth Management does, including acting as a 3(21) fiduciary advisor. The firm i…

Retirement Plan Advisor

Nacogdoches, TX

## About Buchanan Wealth Management

<p>Retirement plan advice for small businesses is a core part of what Buchanan Wealth Management does, including acting as a 3(21) fiduciary advisor. The firm is based in Nacogdoches in East Texas, serving employers and families across the broader region.</p>

<p>Buchanan Wealth Management is led by Managing Director Wendy Buchanan. The team has more than 140 years of combined financial services experience and works with pre-retirees, small business owners, working professionals, and families.</p>

<p>Clients use the firm for financial planning and investment advisory work tied to retirement planning, portfolio management, estate planning coordination, and insurance planning. As a Registered Associate of Thurston Springer Financial, the firm follows an advice-first approach centered on ethical practices and straightforward guidance.</p>

<p>One differentiator is its local presence and ongoing involvement in the Nacogdoches community, including support for organizations such as the Nacogdoches Area United Way. It also works alongside other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a> when a plan needs additional support.</p>

<ul>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Financial planning for pre-retirees and working families</li>
<li>Investment advisory and portfolio strategy</li>
<li>Estate and insurance planning support</li>
</ul>

Website: [https://www.wendybuchanan.com/](https://www.wendybuchanan.com/)

## Office Locations

- Nacogdoches, TX (Headquarters)

## Services Offered

- 3(21) Investment Advisor

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