Buckeye Wealth Management LLC

Buckeye Wealth Management LLC (CRD# 143638) is a financial advisory firm headquartered in Westerville, OH. They manage $30,000,000 in 542 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $55,351
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Buckeye Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald J. Depalma
CRD#: 2271163
155 Commerce Park Drive, Suite 2, Westerville, OH 43082
93
Wealthminder
score

Donald Depalma (CRD# 2271163) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has over 16 years of experience in the finance industry.

2
Eric J. Robbins
CRD#: 2149143
155 Commerce Park Drive, Suite 2, Westerville, OH 43082
87
Wealthminder
score

Eric Robbins (CRD# 2149143) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has 1 year of experience in the finance industry.

3
Jeffrey G. Best
CRD#: 2157059
155 Commerce Park Drive, Suite 2, Westerville, OH 43082
66
Wealthminder
score

Jeffrey Best (CRD# 2157059) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has over 16 years of experience in the finance industry. Jeffrey Best has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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