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Buchan & Company, LLC

EST. AUM
$413,227,292

CONTACTS

CLIENT ACCOUNTS
1,235

Firm Details

Metro area San Diego
CRD Number 140722
Website tedbuchan.com
Client types

Overview

Ted Buchan & Company, LLC is an independent, fee-only registered investment adviser headquartered in San Diego, California, founded in September 2006. Operating under a strict fiduciary standard, the firm provides tailored wealth management, proactive tax mitigation strategies, and discretionary portfolio management to retail investors, high-net-worth families, and business owners. A key differentiator is its specialized focus on college funding strategies, helping families manage Expected Family Contribution (EFC), tuition forecasting, and education funding decisions alongside retirement planning. The firm’s investment approach combines fundamental and technical analysis to construct globally diversified portfolios, primarily utilizing low-cost ETFs, institutional mutual funds, and high-quality equities aligned with client-specific time horizons and risk tolerances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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