E.A. Buck Financial Services

05/29/2026

Now that the news is out, here's how you can get your hands on one of the first copies of Financial Trendsetters 4.

On June 4, the book will be available for preorder through Amazon at a special one-day-only launch price. Even better, proceeds from launch day sales will help support a scholarship for a woman entering the financial field.

Follow our page and watch for the preorder link on June 4—it’s a day you won’t want to miss. Learn more about the book at https://www.pinkfixproductions.com/financial-trendsetters-4.

05/19/2026

Bright lights, big moments, and an unforgettable weekend in New York City.

This past weekend, Katie Buck joined a remarkable group of women in financial services for the grand reveal celebration of Financial Trendsetters 4 in Times Square. As one of the contributing authors, Katie shared her own experiences and perspective alongside women from across the country who are helping shape conversations around leadership, resilience, success, and legacy. Thank you to for this partnership!

Seeing the book and its authors featured in Times Square was an incredible moment and a meaningful milestone for everyone involved.

Stay tuned as we continue counting down to the official launch early June.

05/16/2026

Look for us in Times Square!

From an idea to one of the most iconic places in the world, seeing Financial Trendsetter featured in Times Square is such a surreal and meaningful moment. Proud to be part of a project that encourages women to lead boldly, grow confidently, and create lasting impact through financial empowerment.

This is more than a book launch, its a celebration of leadership, confidence, and opportunity.

05/13/2026

“When women rise together, we create a legacy far greater than success.”

Honored to be a co-author in this powerful new book and share a deeply personal chapter inspired by my journey climbing Mount Kilimanjaro. This story is about resilience, growth, and rediscovering the strength within when life challenges you most. Grateful to be part of this collaboration with Pinkfix Productions Jessica Weaver, Author, Speaker, Blogger and excited to finally share it with all of you.

05/08/2026

Two stories. One shared purpose.

We’re proud to share two exciting new projects coming soon! These projects reflect both perspective and purpose—bringing together our decades of industry insight and practical guidance for the families we serve every day.

We're looking forward to sharing more soon. Stay with us. This story is just getting started.

03/19/2026

We're looking forward to attending the upcoming Barron's Independent Summit. Our CEO, Katie Buck, will be speaking to the nation’s most successful independent advisors about mergers and acquisitions.
Learn more: https://www.barrons.com/advisor/summits/all/independent

The Barron’s Advisor Independent Summit is an exclusive, invitation-only gathering that brings together 400 of the most successful self-made leaders who have earned a distinct place within the financial services industry. Together overseeing more than $500 billion in assets, these distinguished ad...

11/27/2025

As we enter this season of gratitude, E.A. Buck Financial Services extends our heartfelt thanks for your continued trust and partnership.

In celebration of Thanksgiving, our offices will be closed so our team can enjoy this special timе with family and friends. We wish you and your loved ones a warm and joyful holiday filled with good food and great company.

Our offices will reopen on Friday, November 28th, 2025, and we look forward to serving you then.

11/15/2025

We’re thrilled to welcome Kerry Chamberlin to our Bellevue office!
Kerry brings years of financial planning experience and a passion for helping individuals and families feel confident about their financial future.
As a Washington native, he’s excited to support the Bellevue and greater Seattle community with trusted, personalized guidance.
We’re grateful to have Kerry on the team and proud to expand our services in the Pacific Northwest!

09/17/2025

We’re thrilled to share some exciting news—our very own Katie Buck was honored with the Finance Award at HONOLULU Magazine’s inaugural Celebrating Wahine Awards! 🌺✨ This recognition shines a light on Katie’s leadership and the incredible impact she continues to make in the financial services industry, and we couldn’t be prouder. A heartfelt mahalo to Honolulu Magazine for recognizing Katie’s contributions and, more importantly, for creating a platform that uplifts and celebrates the inspiring women who are making a difference across our community.

08/27/2025

We’re excited to share that E.A. Buck Financial Services and Achieve Retirement are now one team! This is more than a partnership — it’s a transformational step toward building a financial services firm that meets you wherever you are in life.

Our expanded capabilities means we can now serve retirement plan sponsors and their participants, the organizations and the individuals who participate in their plans.

Together, E.A. Buck & Achieve Retirement offer support for:
✅ Retirement plan sponsors
✅ Plan participants
✅ Individuals & families at every life stage

This holistic approach is rare in our industry, and that’s the point. We’re creating something truly distinct: a unified, multi-disciplinary firm that puts you at the center of a complete, seamless financial experience.