A complete list of active advisors currently associated with Buckeye Wealth Partners, LLC
Warmer can help you find a great advisor at Buckeye Wealth Partners, LLC or one who fits your needs even better.
Buckeye Wealth Partners serves individuals (including high-net-worth clients) as well as employer retirement plans, charitable organizations and other institutional clients. The firm offers wealth and investment management, financial planning (ongoing and project-based), retirement plan consulting and management, tax preparation services, and educational seminars, and operates on a fee-only basis with no stated account minimum. The firm typically develops a personal investment policy and target asset allocation for each client and manages accounts primarily on a discretionary basis, using a blend of passive and active strategies across stocks, bonds, mutual funds, ETFs and cash. Its methods include fundamental and technical analysis as well as modern portfolio theory, it may allocate to third‑party managers or ETFs, and it can tailor portfolios for socially responsible investing when requested. Compared with many small advisory shops, Buckeye recently added tax preparation as a formal service (provided under a separate tax preparation agreement) and explicitly offers employer retirement plan management — including acting as an ERISA investment manager in certain engagements and a specified flat annual workplace-retirement management fee. The firm is a two-advisor practice overseeing roughly $68 million in total AUM and about 250 client relationships, and it maintains institutional custodial relationships (including digital account opening) with custodians such as Altruist and Goldman Sachs Custody Solutions.
To learn more about the advisors currently working at Buckeye Wealth Partners, 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 |
|---|---|---|
Centerville, OH
| 39
| |
Centerville, OH
| 10
|
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