Buckeye Wealth Management Employee Directory

Investment ManagementOhio, United States2-10 Employees

Buckeye Wealth Management, LLC operates in the investment management sector and offers independent, fee-based financial advisory services. Founded in 2007 through the merger of two advisory practices with roots dating back to 1999, the firm emphasizes a Personal Financial Officer approach aimed at helping clients align their finances with their life goals. Based in Westerville, Ohio, the firm positions itself to partner with individuals seeking objective guidance on how money supports their vision of an ideal life, rather than pursuing sales-driven outcomes. The business serves clients through a small team, underscoring a personalized advisory experience typical of independent registered investment advisors. The organization emphasizes client empowerment and intentional living by integrating financial planning with long-term life objectives. A recent development is its continuation of independent, fee-based advisory services under its established brand and process.

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