BUCKEYE WEALTH MANAGEMENT LLC

Overview

Buckeye Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and charges advisory fees as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which aligns with its use of annuities in client solutions. Buckeye is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor or as a capital allocator. Its business mix blends traditional wealth management and insurance distribution rather than institutional or family-office-only services.

Assets & Accounts

Investments & Alternatives

Location & Offices