Financial planning and beyond

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Buchanan

    Bob Buchanan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • FL
    • LA
    • ME
    • MO
    • NH
    • TX
    • VA

    With over 40 years of experience, Bob delivers a strong foundation of both empirical and academic knowledge. Lessons learned through multiple market cycles influence every aspect of Bob’s investment ideology.  Among them: emotion is the biggest obstacle to investor success, periodic and painful declines are part of equity investing; diversification is never out of style, and investors should not take on more risk than necessary to fund their goals.  With this in mind, Bob strives for balance when creating tailored financial plans and portfolios for each client.

    Bob graduated from the University of Texas with a BBA in Finance from the McCombs School of Business.  In addition, Bob is a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.  Bob is married to his wife, Britt, and has two children, Mark and Caitlin.

    • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Texas - McCombs School of Business, BBA in Finance
    • Securities Industry Institute at the Wharton School of the University of Pennsylvania
      98 San Jacinto Boulevard
      Suite 600
      Austin, TX 78701
    • Mark Buchanan

      Mark Buchanan

      Financial Advisor

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      • AL
      • CA
      • CO
      • DC
      • FL
      • LA
      • ME
      • TX
      • VA

      Mark is a Certified Private Wealth Advisor® professional focused on delivering the latest, most advanced knowledge and techniques to address the sophisticated planning needs of high-net-worth clients.  Partnering with UBS specialists, and client tax and legal professionals, Mark delivers solutions on tax and estate planning, asset protection, charitable giving, retirement income, and generational wealth transitions.  Additionally, he works with executives on strategies for stock option plans and concentrated stock positions, as well as closely held business owners on strategies for succession and exit planning. 

      Mark has over 10 years of experience in the investment management industry; beginning his career at Capital Group | American Funds, the world's largest active mutual fund manager. His primary responsibilities were to raise capital for their investment strategies, and act as a valued consultant to financial advisors.  He later joined Principal as Director of Retirement Services where he specialized in corporate retirement plans for both large companies and small business owners.

      Mark earned his CPWA® designation through the Yale School of Management, and graduated from the University of Texas, earning his degree in Corporate Communications along with the Texas Business Foundations Certificate through the McCombs School of Business.  Highlights from Mark’s college years include serving the University community as a member of the Texas Cowboys; mentoring Austin area middle schoolers through Longhorn Leaders; and playing Offensive Line for the Texas Longhorns when they won the Fiesta Bowl, a Big XII Championship, and competed for the National Championship.

        • Yale School of Management
        • University of Texas, Corporate Communications
        • McCombs School of Business
        • Certified Private Wealth Advisor®
        98 San Jacinto Boulevard
        Suite 600
        Austin, TX 78701
      •  Stephanie Kopp Meeks

        Stephanie Kopp Meeks

        Client Associate

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        • AL
        • CO
        • FL
        • LA
        • ME
        • MI
        • MO
        • NH
        • TX

        Stephanie graduated from Texas Woman's University and has been in the wealth management industry for seven years after eight years in the banking world. As a Registered Client Service Associate, she provides high levels of client service in addition to administrative support to the team. 

        Stephanie spends most of her time chasing her son from swim class to Boy Scout campouts, and volunteers with Partnerships for Children as much as possible.

          • Texas Woman's University
            98 San Jacinto Boulevard
            Suite 600
            Austin, TX 78701

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

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          As of 06/30/2022

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