A complete list of active advisors currently associated with Buckeye Wealth Management LLC
Warmer can help you find a great advisor at Buckeye Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Buckeye Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westerville, OH
| 29
| |
Westerville, OH
| 26
| |
Westerville, OH
| 22
| |
Westerville, OH
| 14
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)