Doing Better. Together.
Big bank financial planning made accessible to all
Doing Better. Together.
Big bank financial planning made accessible to all
Doing Better. Together.
Big bank financial planning made accessible to all
A New Approach to Financial Planning
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
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 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.
Online Appointments
Initial Consultation
15 mins | free
Onboarding
90 mins | varies
Client Review
60 mins | varies
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 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), Stafford Junction’s tutoring program, and UVA’s Madison House community service.
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
What are you waiting for?
From newlyweds to those who are promotion material, we help early savers get started.
- Overcome hesitancyGet educated and started on your investment journey.
- Manage risk
- Wealth management strategy
- Anticipate major life transitions
Have a question? We’d love to hear from you!
Contact
Mobile: (757) 869-6464
Charlottesville, VA 22902
Quick Links
- Retirement
- Investment
- Estate
- Insurance
- Tax
- Money
- Lifestyle
- Latest Articles
- All Videos
- All Calculators
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2026 FMG Suite.
All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Buckman & Company. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Neither Buckman & Company nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
© 2024 Buckman & Company, LLC. Certain services provided on an educational and guidance basis only. Results are not guaranteed.