Buckeye Wealth Management

Investment Bank/Securities Brokerage - Westerville, OH, US

Buckeye Wealth Management Employees
Jeffrey Best

president and chief operations officer

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Kim Henley

Office Administration

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Buckeye Wealth Management Details

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. Our mission is to help you "Live Life Intentionally", by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.We understand that every person has a unique vision of their Ideal Life. We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. Visit our website at www.buckeyewealth.com.

Buckeye Wealth Management logo, Buckeye Wealth Management contact details
Employees: 5 - 9
HQ: 614 839-2090
Location: Westerville, OH, US
Revenue: 10 - 20 Million
Investment Management Retirement Planning Estate Planning Wealth Management Investment Bank/Securities Brokerage Management Investment Open-ended
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