Access to Powerful Financial Planning Tools, With a Human Touch
Based in Charlottesville, VA and serving clients across the country, Buckman & Company focuses exclusively on hard working people who are ready to take the first step toward financial security for their families.
Our Story
After years advising affluent to high-net-worth clients with a big bank, our founder realized early savers have vastly different needs than more wealthy clients. Dan founded Buckman & Company to focus exclusively on these early savers, making premium financial guidance much more accessible to all.
Our Value
Most Financial Advisors require a client to have a certain amount of savings before offering their services, which prevents many families from seeking financial guidance while they're young. We believe time is our most valuable resource - let us help you invest yours better.
Our Vision
Everyone deserves the financial confidence of wealthy clients, especially those hard-working community members who are experts in things other than finance. Buckman & Company aspires to deliver Financial Planning for All.
Our Mission
Buckman & Company serves anyone with a computer, and our founder regularly speaks across Virginia to disadvantaged groups and early savers. Let us help you minimize your financial stress and ensure you and your family are on the best path forward.
Our Founder: Dan Buckman
Founded by Dan Buckman, Buckman & Company brings a wealth of experience and a deep commitment to serving the financial needs of the Charlottesville area’s hardworking residents. Dan’s journey from a high-powered investment banker to a dedicated local wealth advisor gives him a unique perspective on financial planning, combining his expertise in investment analysis and corporate finance with a personal touch tailored to each client’s goals.
Connect with Dan on LinkedIn: www.linkedin.com/in/danielbuckman