Buckeye Wealth Management

Live Intentionally

Financial institution in Westerville, OH (show on map)

4.0

★★★★☆

4 reviews

Buckeye Wealth Management helps clients achieve their financial and life goals to live their Ideal Life through personalized financial planning and advisory services.

Call (614) 839-2090

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About

Buckeye Wealth Management, LLC was founded in 2007 with the merger of two advisory practices; Best Advisory Services, LLC (Jeffrey Best) and Capital Advisor Services, LLC (Donald DePalma), with operational experience as Independent Registered Investment Advisors since 1999. Their sole purpose was to be able to offer a totally independent, fee-based, Financial Advisory Service to their clients.

Now with over 90 years of combined experience, our advisors are dedicated to empowering our clients, through our Personal Financial Officer process, to achieve their most important financial and life goals. Call us at (614) 839-2090 to schedule a free consultation to discuss your financial needs.

Fee-based financial advisory services

Personal Financial Officer (PFO) process

State-of-the-art Personal Financial Website for real-time account monitoring

Services

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Investment Management

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Estate Planning

Absent a written agreement, the competing interests of the business and the family members could lead to major conflicts, litigation and possibly the forced liquidation of the business.