Cara Buchanan, CFP®

Wealth Advisor

As a Wealth Advisor, I enjoy working side-by-side with clients to build and maintain financial plans that evolve as their lives change. I take an educational, collaborative, and client-centered approach to creating a high-touch, comprehensive financial plan that feels manageable and in alignment with your goals. Whether you’re saving for a home, preparing for or transitioning into retirement, or planning your legacy, we’ll work together to review how each decision impacts your overall plan. My goal is to give you confidence, clarity, and a plan that supports you and your loved ones.