Insights

Niche Market Focus Buckley Financial Planning targets high-net-worth individuals seeking personalized wealth management and holistic financial advice, presenting an opportunity to customize premium financial products and exclusive investment solutions.

Tech Stack Leverage Utilizing modern digital tools like Contentful, Elementor, and WP Engine indicates an openness to digital engagement, suggesting potential for expanding digital advisory platforms, client portals, or virtual financial planning services.

Growth Potential With revenue between 1 million and 10 million and a small team of 2-10 employees, there's significant room for growth, including expanding service offerings, onboarding more clients, and scaling operational capacity.

Relationship-Driven Services Emphasizing relational guidance and personalized advice positions the company well to attract clients valuing trust and a tailored approach, opening avenues for premium service packages and lifestyle management solutions.

Market Positioning Compared to large firms like Fidelity and Charles Schwab, Buckley Financial offers a boutique experience, serving a niche segment that appreciates individualized service, creating opportunities for targeted marketing and referral-driven growth.

Buckley Financial Planning, LLC Tech Stack

Buckley Financial Planning, LLC uses 8 technology products and services including Contentful, Swiper, jQuery, and more. Explore Buckley Financial Planning, LLC's tech stack below.

  • Contentful
    Content Management System
  • Swiper
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Elementor
    Page Builders
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • reCAPTCHA
    Security

Media & News

Buckley Financial Planning, LLC's Email Address Formats

Buckley Financial Planning, LLC uses at least 2 format(s):
Buckley Financial Planning, LLC Email FormatsExamplePercentage
First@buckleyfp.comJohn@buckleyfp.com
50%
First@buckleyfp.comJohn@buckleyfp.com
50%

Frequently Asked Questions

Where is Buckley Financial Planning, LLC's headquarters located?

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Buckley Financial Planning, LLC's main headquarters is located at 137 East Dublin-granville Road, Suite a. The company has employees across 2 continents, including North AmericaEurope.

What is Buckley Financial Planning, LLC's phone number?

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You can contact Buckley Financial Planning, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Buckley Financial Planning, LLC's official website and social media links?

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Buckley Financial Planning, LLC's official website is buckleyfp.com and has social profiles on LinkedIn.

What is Buckley Financial Planning, LLC's NAICS code?

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Buckley Financial Planning, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Buckley Financial Planning, LLC have currently?

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As of December 2025, Buckley Financial Planning, LLC has approximately 7 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: T. B.Principal Owner: G. B.Partner: S. B.. Explore Buckley Financial Planning, LLC's employee directory with LeadIQ.

What industry does Buckley Financial Planning, LLC belong to?

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Buckley Financial Planning, LLC operates in the Financial Services industry.

What technology does Buckley Financial Planning, LLC use?

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Buckley Financial Planning, LLC's tech stack includes ContentfulSwiperjQueryModernizrElementorPriority HintsWP EnginereCAPTCHA.

What is Buckley Financial Planning, LLC's email format?

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Buckley Financial Planning, LLC's email format typically follows the pattern of First@buckleyfp.com. Find more Buckley Financial Planning, LLC email formats with LeadIQ.

When was Buckley Financial Planning, LLC founded?

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Buckley Financial Planning, LLC was founded in 1996.

Buckley Financial Planning, LLC

Financial ServicesOhio, United States2-10 Employees

Wealth management through relational guidance, up-front advice, and generosity.

As fee-based wealth planning advisors, we know that your money means a lot.

But we also know that it’s not everything. Your money has purpose. And that purpose is as unique as you.

That’s why, with a rare combination of experience and youthful energy, it’s our job to partner with you to determine what your money should be for. Our services fall into three categories: Financial Planning, Wealth Management, and Concierge Family Services.

From our first meeting on, we take a holistic approach to your unique financial strategy and determine what you want your life to be—not just where your money should go.

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Review our Terms of Use: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
137 East Dublin-granville Road, Suite a
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Buckley Financial Planning, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Buckley Financial Planning, LLC's revenue is estimated to be in the range of $1M$10M

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