Buckeye Wealth Management LLC

Buckeye Wealth Management LLC (CRD# 143638) is a financial advisory firm headquartered in Westerville, OH. They manage $46,128,078 in 303 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $152,238
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
Jeffrey G. Best
CRD#: 2157059
155 Commerce Park Drive, Suite 2, Westerville, OH 43082

Jeffrey Best (CRD# 2157059) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has over 22 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.

2
Donald J. Depalma
CRD#: 2271163
155 Commerce Park Drive, Suite 2, Westerville, OH 43082

Donald Depalma (CRD# 2271163) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has over 22 years of experience in the finance industry.

3
Eric J. Robbins
CRD#: 2149143
155 Commerce Park Drive, Suite 2, Westerville, OH 43082

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.

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