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Timothy W
CFP®, Series 63
Westerville, OH
Buckeye Wealth Management LLC
Timothy Woodburn is a CFP® with 13 years of industry experience, currently serving as an advisor at Buckeye Wealth Management LLC. His prior roles include positions at TPW Financial, LLC, Adaptation Financial Advisors Inc., Cambridge Investment Research, Inc., Madison Avenue Securities, LLC, and Eischen Financial Group. Buckeye Wealth Management LLC provides continuous investment management and basic financial planning to individuals, trusts, and pension or profit-sharing plan participants. The firm uses customized asset-allocation models with a core–satellite approach, managing portfolios on a discretionary basis for both retail and high-net-worth clients.
Jeffrey B
CFP®, Series 63
Westerville, OH
Buckeye Wealth Management LLC
Jeffrey Best is a CFP®-designated financial advisor with 29 years of industry experience. He is affiliated with Buckeye Wealth Management LLC in Westerville, OH, and previously worked at Best Advisory Services for nine years. He has been licensed for insurance sales since 1986 and incorporates insurance products as part of client financial plans on a limited basis. Buckeye Wealth Management provides discretionary investment management and financial planning primarily for individual investors, pension or profit-sharing plan participants, and trusts. The firm uses diversified asset-allocation models and manages accounts on a discretionary basis with regular portfolio supervision and reporting.
Eric R
Westerville, OH
Buckeye Wealth Management LLC
Eric Robbins is a financial advisor with Buckeye Wealth Management LLC in Westerville, Ohio, holding 21 years of industry experience. He has been involved with Insurlease LLC since 2002 and Advent Resource Management since 1993. Buckeye Wealth Management LLC is a privately held advisory firm serving individuals, trusts, and pension or profit-sharing plan participants, including both retail and high-net-worth clients. The firm emphasizes a discretionary investment approach using customized asset-allocation models based on modern portfolio theory and a core–satellite strategy.
Donald D
Series 66
Westerville, OH
Buckeye Wealth Management LLC
Donald Depalma is a financial advisor at Buckeye Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with Capital Estate Services, Inc. since 1993. In addition to his advisory role, he provides non-investment related estate planning consultation on a fee basis and is licensed for insurance sales in Ohio. Buckeye Wealth Management LLC is a privately held firm serving individuals, trusts, and pension or profit-sharing plan participants. The firm offers discretionary portfolio management based on customized asset-allocation models, combining modern portfolio theory with a core–satellite approach, and provides ongoing reporting and account supervision.
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