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Doug Buchan

Doug Buchan
Other Names: Douglas Robert Buchan
Firm:
Main Street Financial Solutions, LLC
Member
DBA:

Main Street Financial Solutions, LLC
Type: RIA
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Description

Doug is a partner at Main Street Financial Solutions – an independent, fee-only financial planning firm with offices in Basking Ridge, NJ, Pennington, New Jersey (near Princeton) and NYC, NY - where he helps clients make smart choices with their money to enable them to live the life they want.

Prior to becoming a partner ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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Level 6 Level 6 Contributor 0 Answers and 1 Financial Guide

Top Answers

Doug Buchan has not answered any questions on Financial Q&A.

Top Guides

Criteria To Consider In Selecting A Financial Advisor

Published Jan 04, 2012
4 votes
A CFP® designation is necessary - Use a Certified Financial Planner® for your primary financial advice. Not all Medical Doctors are worthy of being your primary care physician. Some MDs do not have the competence, ...(more)
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Grandparents Planning in Order To Pass on Wealth

Star Ledger asks Doug Buchan, CFP(R) to advise on best way for these Morris County Grandparents to keep it all in the family.

Avoiding the Perpetual "State of Fear"

At the end of the day, it's not what your investments do that will determine your investment success, it's what you do.

Monmouth County Couple Need To Keep an Eye on Inflation in Retirement

Doug Buchan, CFP(R) explains that the bigger risk in long retirements is purchasing power risk, not market risk.

For Northern N.J. Couple, College and Early Retirement Top List of Goals

Sunday Star Ledger enlists Doug Buchan, CFP(R) as to feasibility of young couples retirement goals.

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Advisor Assets Under Management

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$90.0M
Total Assets
115
Clients
$782.6K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

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ownership pie chart
High Net Worth Individuals 50%
Individuals 40%
Pension and Profit Sharing Plans 10%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
Main Street Financial Solutions, LLC 2 years May 2011 - Present
Tilson Financial Group Inc 4 years, 1 month Apr 2007 - May 2011
Red Steel Enterprises Inc. 5 years, 2 months Feb 2002 - Apr 2007
The Valhala Group 1 year Feb 2001 - Feb 2002
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 11/17/2011, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
11/17/2011
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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There is currently no information available.

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.