Caden Buckley CERTIFIED FINANCIAL PLANNER®

Investment Committee Member

Caden Buckley is a recent addition to the team who brings with him five years of experience working in wealth management. As a CERTIFIED FINANCIAL PLANNER®, he has worked with clients to create meaningful tailored plans, taking time to understand and identify goals. He believes the planning process should be educational, collaborative, and evolve over time.

Driven by a fiduciary duty, working as a fee-only financial planner allows Caden to truly focus on what is best for the client. He doesn’t earn commissions through trading or selling products.

Caden graduated magna cum laude from Salve Regina University with a Bachelor of Science in Global Business and Economics and a minor in French in 2018. After graduation, he and his wife spent time living in Boston and Plymouth before moving back to Cape Cod in 2024.

Outside of work, Caden is an avid sailor, skier and traveler. He and his wife frequently visit the Netherlands, and other European countries. In the winter he aims to spend time up north, with Sugarbush being his favorite for east coast skiing. In the summer, he races out of Hyannis on Corbeau, a Farr 400. In addition to racing he also takes time to coach youth sailing in the offseason to ensure the love of the sport is passed on to the next generation.

  • Professional Hero, Role Model or Inspiration: My family
  • Favorite Book or Movie: “The Republic” by Plato/ Interstellar by Christopher Nolan
  • Words to live by: “The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” ― William Arthur Ward