Mary Ann Buchanan
Co-Founder
Mary Ann Buchanan has over 30 years in the wealth management industry experience in senior management roles. She’s worked on both the advisor and institutional level in business development and relationship management and began her career building a successful advisory practice. Mary Ann specializes in providing insights and answers to advisors and firms as they address the challenges of growth and succession.
Mary Ann launched the RIA Match platform in 2012 and in 2015 introduced Concierge Consulting. These services provide advisors greater efficiency in succession planning, growth and NextGen recruiting. RIA Match has over 2,700 subscribers from 49 states who manage in excess of $250 billion of AUM.
Mary Ann provides thought-leadership on overcoming the human biases that play a role in the approach to succession planning and M&A in the advisory community. We know that biases are in most cases inevitable, however, there are systematic ways to overcome them and make good decisions about the sale, purchase or merger of our firm.
Ms. Buchanan has been quoted in the Wall Street Journal, InvestmentNews, Financial-planning.com, Financial Advisor IQ and RIAbiz. She has authored articles in WealthManagement.com, OnWallStreet.com and InvestmentNews She participates in industry panels, and presents to industry associations, custodians and independent advisory groups.
She holds the Series 7, 66, and 24 securities licenses.
Mary Ann earned a BA in Economics from the University of Michigan.
Securities offered through Cape Securities, Inc., member FINRA, SIPC, MSRB
Advisory services offered through Cape Investment Advisory Inc.
maryann.buchanan@riamatch.com
Pete, a CPA, brings nearly 3 decades of financial expertise to RIA Match. His experience within finance of multinational corporations spans specialties in controllerships, mergers and acquisitions, financial systems implementation, tax, insurance, HR, IT and working capital management.
Bill McGuire is a seasoned, results-driven, executive with expertise in marketing, advertising, public relations, new business development, sales, and event management. Bill has significant experience working with RIAs and serves as editor of RIA Match’s Knowledge and Insights Digest. He also leads marketing and media relations for the NexGen and Professional Promoted Profile initiatives.