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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Charleston, SC

Doug Buchan

CFP®

Senior Wealth Advisor

1240 Winnowing Way, Suite 102
Mount Pleasant, SC 29466

Doug Buchan

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Doug Buchan

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Doug

Doug seeks to help clients make smart choices with their money so they can live the life that is most important to them. Doug’s fundamental goal is to help clients discover financial peace of mind all while living that life. He also believes having a supportive advisory team can make finances seem easier.

In 2013, Doug and his wife, Julie, left the bustle of northern New Jersey and settled in the friendly confines of Mount Pleasant, South Carolina, just outside of Charleston.

Education and Professional Milestones

  • Had the role of partner at Main Street Financial Solutions
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