Buckeye Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Buckeye Wealth Management provides discretionary investment management and related financial planning primarily to individual investors, participants in pension or profit‑sharing plans, and trusts, typically working with account minimums around $100,000. In its ADV the firm reports roughly $46.1 million in discretionary assets under management and delivers ongoing portfolio supervision and periodic consolidated reporting to clients.
The firm builds portfolios from a client profile and an individualized Investment Policy Statement, using diversified asset‑allocation models that range from defensive to aggressive and applying an Efficient‑Frontier approach and a Core‑Satellite tactical strategy that may include mutual funds, ETFs, individual stocks, bonds and short‑term options. All client accounts are managed on a discretionary basis with quarterly account reviews, custodial statements sent directly by the custodian, and annual re‑evaluation of risk tolerance and objectives.
A feature that is statistically uncommon among similar supported firms is that firm personnel are licensed to sell insurance products; the brochure discloses advisors may recommend life, long‑term care, health and disability insurance and fixed annuities and may receive customary sales commissions when clients purchase those products through insurance providers. The ADV also discloses limited, resolved regulatory matters involving firm personnel and a resulting period of heightened supervision for one representative, and notes that the firm does not vote client proxies, leaving proxy responses to account owners.
Client services
Expertise
Fee options
One-time non-refundable $750 set-up charge, may be reduced or waived at advisor discretion
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,000 - Or More: 0.50%
Advisors may receive commissions for insurance products; insurance products are not provided directly by the firm
Account minimum: $100,000 Minimum fee: Minimum annual management fee generally $1,500 or $375 per quarter Fee-only: Investment management fees based on AUM; financial planning included at no additional cost; additional services such as estate or financial planning consultation may incur separate fees
Main office
155 Commerce Park Drive, Suite 2
Westerville OH 43082
Advisors at this office
4
Most active in
Ohio
Also doing business as
Bdg Wealth Management, LLC · Best, Depalma & Gummer Wealth Management, LLC · Buckeye Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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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