OUR SERVICES

Buchholz Financial is a fee-only financial planning firm in San Diego, California. Lynn N. Buchholz, the firm’s founder, provides comprehensive financial planning services to families and individuals.

We sell no products and collect no commissions or referral fees from any third party.  This approach results in each client receiving only appropriate services, free from conflict of interest, and on an as-needed basis.

OUR MISSION

To serve as an advisor who helps clients make smart choices about money. To help clients make the best possible financial decisions, those that lead to peace of mind and build financial independence.