Doing Better. Together.
Big bank financial planning
made accessible to all
Doing Better. Together.
Big bank financial planning
made accessible to all
Welcome to Buckman & Company
Based in Charlottesville, VA, and led by a three-time graduate of the University of Virginia, Buckman & Company is recognized as a leader in financial planning with a narrow focus on hard working people who are ready to take the first step toward financial security for their families.
About Buckman & Company
Our Story
Our Mission
Our Story
After several years advising hundreds of 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, bringing tailored financial guidance and service at a much lower cost.
Our Value
Our Mission
Our Story
The average Financial Advisor charges 1% on your total assets with them each year, which prevents many families from seeking financial guidance at their earliest opportunity. We believe time is our most valuable resource - let us help you invest your time better.
Our Vision
Our Mission
Our Mission
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
Our Mission
Our Mission
Buckman & Company serves the Charlottesville and broader UVA community, 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.
Leadership
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.
With over 15 years in finance, Dan has built a comprehensive skill set spanning mutual fund and alternative investment analysis, corporate mergers and acquisitions, equity capital raising, venture debt, wealth management, and financial advisory services. His experience as a Wealth Advisor with BB&T (now Truist) and his previous career in New York advising high-growth tech companies enable him to provide nuanced, strategic advice for clients at every stage of their financial journey. In addition, he gained entrepreneurial insight as a co-founder of a tech startup in advertising and social media, further enhancing his hands-on approach to financial growth and resilience.
A proud Triple ‘Hoo, Dan holds three degrees from the University of Virginia: a BA in History and Economics, an MBA in Finance from Darden, and an MS in Business Analytics from McIntire. Industry-certified with licenses such as VA Life and Health Insurance and FINRA Series 7, 65, and 63, Dan also has held additional certifications including the FINRA Series 79, 66, and 31, equipping him with the qualifications required to help clients secure their financial futures.
Beyond his professional experience, Dan is committed to the well-being of his community. He serves as a guest speaker with the Rappahannock United Way, is an active board member with the Spotsylvania Education Foundation, advises the board of the Ronald McDonald House in Charlottesville, and mentors the formerly incarcerated with Resilience Education. He has also contributed his time to the Lloyd F. Moss Free Clinic, the Fredericksburg Chamber of Commerce (CNYP), the Rappahannock Rotary Club, Stafford Junction’s tutoring program, UVA’s Madison House, and a variety of other superlative local organizations.
Financial health is foundational to overall well-being, and Buckman & Company is here to help reduce the stress of financial uncertainty. Take control of your financial future—start with a conversation. We’re looking forward to meeting you and helping you achieve your goals.
Connect with Dan on LinkedIn: www.linkedin.com/in/danielbuckman