Buckman & Company

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.

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