Buckeye Financial Solutions, Inc.

Buckeye Financial Solutions provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, delivering services that include cash‑flow and retirement planning, tax and estate planning, and optional tax return preparation. The firm manages roughly $96 million for about 86 clients, with approximately $76 million managed on a discretionary basis and $20 million on a non‑discretionary basis, and offers both ongoing wealth management and limited hourly engagements.

The firm’s investment approach emphasizes strategic asset allocation using a core‑and‑satellite framework—passively managed index and ETF holdings as the core with selectively chosen active managers in satellite positions—and seeks global diversification to manage market risk. Client objectives are documented in investment policy statements, and portfolios are reviewed quarterly with more frequent reviews triggered by market conditions or changes in a client’s situation.

Buckeye operates as a fee‑only adviser that does not accept commissions or maintain product‑selling affiliations, and it discloses potential conflicts where they might arise. Distinctive aspects of the practice include offering in‑house tax preparation and tax planning services, routinely providing net worth statements and quarterly written updates, and a stated practice of leaving proxy voting to clients rather than voting proxies on their behalf.