Ted Buchan & Company

Ted Buchan & Company

Founded in 2006 and headquartered in San Diego's Rancho Bernardo business district, Ted Buchan & Company provides investment advisory and financial planning services. The firm tailors its advice to individuals and high-net-worth families, emphasizing that financial needs must evolve in step with life changes. Its client-facing materials focus on three service pillars: college planning, investment management, and retirement strategy. The practice's investment approach integrates portfolio management with detailed financial roadmapping. The firm designs portfolios with an eye toward specific life-stage milestones rather than abstract benchmarks. Its college-planning offering covers institution selection, applications and funding strategies, while the retirement practice guides clients toward the point at which employment income is no longer necessary. The geographic footprint is contained within the US, managed from the single San Diego office. Ted Buchan & Company runs a lean, relationship-driven model typical of an independent RIA, though specific team size and deployment figures are not publicly disclosed. The firm has not published details of adjacent investment vehicles, philanthropic foundations or deal-level activity. Structurally, the firm differs from a pure asset manager by overtly packaging its advisory services around personal life events rather than investment products. The website treats college funding, career transitions and retirement as the organizing principles for the entire offering — a framing that positions portfolio design as a function of family planning, not a standalone exercise.